Trust Documents
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Sections of Chapter 402 of the Revised Statutes of Missouri that govern the Midwest Special Needs Trust (MSNT) operations were substantially revised in the 2011 legislative session. The revisions took effect on August 28, 2011. Please be advised that trust accounts established through execution of the trust documents currently available are subject to the statutory revisions. The MSNT board is in the process of revising the MSNT trust documents through which trust accounts may be established in order to reflect and conform to the statutory revisions, but the revised documents are not yet available. For these reasons, you may wish to review Chapter 402, Sections 402.199 through 402.208, available via the internet at http://www.moga.mo.gov/statutes/chapters/chap402.htm Should you have questions, please contact our office.

THIRD PARTY SPECIAL NEEDS TRUST
(Resources contributed to the trust account are not those of the beneficiary)

Letter of Introduction
Instructions for Completion
Declaration of Third Party Trust
Administrative Fees
Beneficiary Background Information
W-9

FIRST PARTY SPECIAL NEEDS TRUST
(Trust established with the beneficiary's resources)

Letter of Introduction
Instructions for Completion
Declaration of Self Settled Trust
Administrative Fees
Beneficiary Background Information

Annual Plan for Expenditure of Trust Funds

 

 
 
 


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