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Midwest Special Needs Trust Celebrates 30th Anniversary
This year, Midwest Special Needs Trust is celebrating 30 years of helping families of individuals with disabilities plan for their financial futures.
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Getting Started
Special needs trusts provide a tool for families planning for a loved one with a disability. A special needs trust is designed for beneficiaries with disabilities to protect important public benefits such as; but not limited to, Medicaid and SSI.
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Opening and Funding a Trust Sub-Account
It is important that you have the opportunity to ask questions about the terms of the MSNT trust agreement and that you give careful consideration to designation of co-trustees and remainder beneficiaries and establish investment directives for the trust account.
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Using a Trust
Once a trust account has been opened, the co-trustee will work with MSNT to identify needs of the beneficiary and make distribution requests for the sole benefit of the beneficiary with a disability.
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SUPPORT OUR CHARITABLE PROGRAM
For almost 30 years the Midwest Special Needs Trust Charitable Trust program has been helping people across our state who are disabled and living below the federal poverty level.
Third Party Inactive Trusts
As you create your plan for distributing your assets and property to your beneficiaries, MSNT can assist you with special needs planning with a Third-Party Trust. A Third-Party Trust can be created as an active or inactive trust.
FREQUENTLY ASKED QUESTIONS
Read answers prepared by our Special Needs Trust Specialists to common questions about the purpose of, establishing, and using a Special Needs Trust.
"Midwest Special Needs Trust administers trusts that protect public benefits for people with disabilities. The organization is governed by a professional, values-driven Board of Trustees that includes family members of people with disabilities and individuals with business expertise. The Board's commitment includes providing affordable trust services to individuals and families of modest means."
A 501(c)(3) non-profit corporation recognized as a pooled trust as defined in 42 USC 1396p(d)(4)(C)
MSNT Staff
The staff at Midwest Special Needs Trust strives each day to serve our beneficiaries with care and compassion. Our backgrounds may be varied but our purpose is a common one. Would you like to know more about our staff? Read here!
About MSNT
Missouri Family Trust was established as a result of advocacy by parents and professionals who realized that many obstacles hinder planning for the financial future of individuals with disabilities. The organization was created by statute (RSMo 402.199 – 402.208) in 1989 for the primary purpose of administering special needs trusts for persons with disabilities to protect important public benefits such as Medicaid and SSI. As authorized and specified by statute, the Missouri Family Trust was incorporated as a non-profit and received IRS 501(c)(3) charitable designation.
News
Brain Injury Association of MO 2021 Statewide Conference
MSNT’s Gabe Wilkerson with Dr. Kelli Barton, Director of Health and Aging, and Senior Research Assistant Emma Swinford, both from UMKC Institute for Human Development. Dr. Barton spoke about key findings from the 2020 Missouri Traumatic Brain Injury Targeted Needs Assessment.
Association of Trust Organizations Annual Meeting
MSNT Executive Director Kathy Birkes and Associate Director Bianca Farr at the 2021 Annual Meeting Association of Trust Organizations with Bill Rankin of WERankin Interests and ATO President Stuart Allen of the Allen Trust Company. September 21, 2021
42nd Annual MOKAN Trust and Financial Services Conference
MSNT Trust Specialist II Randy Williamson and Dr. David Kohl, Professor Emeritus at Virginia Tech at the 42nd Annual MOKAN Trust and Financial Services Conference. The conference was held August 18, 19 and 20th in Kansas City, MO. Dr. Kohl spoke on the Economic Mega Trends of the 2020’s.
Happy Retirement Mary Lou Hughes
Please join us in extending best wishes to Mary Lou Hughes, who is retiring from Midwest Special Needs Trust on July 31. Mary Lou has been an esteemed member of our organization for 9 years, and she will be greatly missed. We have all benefited from her relationship building, commitment and courteous demeanor. A private […]
Brooke Trammell joins Midwest Special Needs Trust
Brooke Trammell has joined Midwest Special Needs Trust as a Trust Specialist I! Brooke joined the Midwest Special Needs Trust team in April 2021 as Trust Specialist I. She completed her bachelor’s degree in Public Relations from Missouri State University in May of 2020. Throughout college and upon graduation Brooke worked in social media account […]
MSNT Earns Gold Status on GuideStar
Our Charitable grant program earned a 2021 Gold Seal of Transparency! Annually 10 million donors look to GuideStar by Candid to review the mission, legitimacy, impact, reputation, finances, programs and leadership structure of nonprofit agencies. This compilation of information helps donors make informed decisions about which non-profit agencies they want to support. GuideStar provides basic […]
Shelley Morse joins Midwest Special Needs Trust
Shelley Morse has joined Midwest Special Needs Trust as a Trust Specialist II! Attending the University of Missouri-Columbia, Shelley earned her Bachelor’s degree in Psychology and Master’s degree in Educational and Counseling Psychology with an emphasis in Rehabilitation. This further developed her interests and passion for serving and advocating for individuals with disabilities and seniors. […]
MSNT Transitions to True Link Financial Services!
We have exciting news!! The seamless transition from Simmons Bank to True Link Financial Services is complete! At Midwest Special Needs Trust (MSNT), we understand that in order to provide good service, a financial institution needs not only high standards and sound financial systems, but also an understanding, empathy, and appreciation for your life situation. […]
Donald P. Edinger, Gladstone, MO, appointed to the Missouri Family Trust Board of Trustees – Welcome!!
Mr. Edinger is a retired senior executive and attorney with over 30 years of wealth management experience. He most recently served as Vice-President and Regional Director for Missouri, Kansas, and Indiana Personal Trust at BMO Harris Bank of Kansas City. Previously, he served as Senior Vice-President of the Trust Administration with Gold Trust Company. He […]
Randy Williamson joins Midwest Special Needs Trust
Randy Williamson has joined the team at Midwest Special Needs Trust as Operations Specialist! Randy Williamson thought he would end up in a Marketing or Media related field, but he found that a person’s professional path can vary before ultimately finding a position that provides the most enriching outcome. When Randy graduated from Columbia College […]