Assisting people with disabilities since 1989Navigation
This year, Midwest Special Needs Trust is celebrating 30 years of helping families of individuals with disabilities plan for their financial futures.Read More
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.
MSNT Executive Director, Kathy Birkes was invited to speak at the 5th World congress on Adult Guardianship held in Seoul, South Korea on October 24, 2018. While there, she also co-presented with Professor David English at the Hanyang University. Read more inside.
Read answers prepared by our Special Needs Trust Specialists to common questions about the purpose of, establishing, and using a Special Needs Trust.
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.
In 1993 when Congress created public benefit exemptions for Special Needs Trusts, they included provisions to support not for profit trustees and their charitable missions. Federal Social Security and Medicaid statutes allow non-profit organizations to retain a portion of a trust account balance at the death of the beneficiary before Medicaid payback to be used by the trustee for its charitable mission.
Midwest Special Needs Trust’s Casie Stephens, Trust Specialist III, and Heather Allen, Charitable Trust Specialist with Missouri Governor Mike Parson while supporting the Missouri as a Model Employer Talent Showcase on October 10th at the Missouri State Capitol. The Talent Showcase event was a reverse career fair that provided individuals with disabilities a way to […]
MSNT Executive Director Kathy Birkes and Trust Specialist Mary Lou Hughes at the Association of Trust Organizations annual meeting with ATO President Stuart Allen and Board member, Phil Buchanan.
Trust Specialists Casie Stephens and Sterling Odneal and Charitable Trust Specialist Heather Allen exhibiting at the Real Voices Real Choices Conference on August 26, 2019.
Charitable Trust Specialist Heather Allen and Trust Specialist II Nathan McKee exhibiting at the Arc of Missouri Education Summit on September 10, 2019.
MSNT’s Executive Director Kathy Birkes speaks with James Mouser, host of Mediacom Newsleaders, about the upcoming 30th Anniversary.
Midwest Special Needs Trust Offers $150,000 in Charitable Grants to Assist Local Individuals with Disabilities Impacted by Tornado and Flooding Columbia, MO — May 31, 2019 – To assist local, low income individuals with disabilities, including families with children with disabilities, the Midwest Special Needs Trust (MSNT) Board of Trustees voted this week to increase […]
KFRU Columbia Morning with David Lile spoke with Executive Director Kathy Birkes about MSNT’s 30th anniversary.
Mary Lou Hughes, Trust Specialist III, Kevin Urbatsch, National Director of the Academy of Special Needs Planners and Nathan McKee, Trust Special II at the 13th Annual Meeting of the Academy of Special Needs Planners in Chicago, IL in May.
Trust Specialist III Casie Stephens exhibiting at the MO Bar Solo and Small Firm Conference on June 5, 2019.
MSNT Executive Director Kathy Birkes enjoys a moment with Woodhaven Chief Executive Officer Mark Palmer at the annual Coastal Electric Golf Invitational on May 6 at the Columbia Country Club. This tournament, now in its 14th year, benefits the BJ Palmer Memorial Fund established to meet the maintenance costs for the over 30 homes where […]