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Trust Lesson

Special Needs Trust

A trust designed to support a person with a disability while seeking to preserve eligibility for certain public benefits.

How it works

Distributions are typically made for supplemental needs rather than basic support. First-party and third-party versions follow different rules.

Common uses

  • — Supplemental support for a beneficiary with a disability

Key considerations

  • — Benefit program rules are complex and change
  • — First-party trusts may require payback provisions
  • — Requires careful trustee administration

Educational content only. Not legal, tax, or investment advice. Trust law differs by jurisdiction. Consult qualified professionals before acting.

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