Tools and Information

Have you been named as trustee of a special needs trust? Have you created a special needs trust, and wonder what the job of trustee is actually like? Are you a trust beneficiary, trying to figure out what the trustee is permitted — and required — to do? The Special Needs Alliance is pleased to offer its free booklet on administering special needs trusts. In plain English, it can help you understand the choices and obligations.

This publication presents basic information about existing tax credits and benefits that may be available to qualifying taxpayers with disabilities, parents of children with disabilities, and businesses or other entities wishing to accommodate persons with disabilities.

A Special Needs Trust is a type of trust. It is for someone with a disability. This type of trust gives people with disabilities income. It lets them have this income while keeping their needs-based public benefits. (This may be Supplemental Security Income (SSI) and/or Medicaid benefits.)