charitable 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.

hongkong MSNT A MODEL FOR THE WORLD

MSNT Executive Director Kathy Birkes traveled as a guest of the University of Hong Kong (UHK) to participate in an international symposium on financial planning for special needs. Read more inside.

faq 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)

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.

Pooled Trust and MSNT Charitable Grant Program

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.

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News


News

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2018 Arkansas Bar Joint Meeting – Past President

Immediate Past President of the Arkansas Bar Association for a few more minutes, Denise Hoggard joins MSNT Executive Director Kathy Birkes at the 120th ArkBar Annual Joint Meeting with the Arkansas Judicial Council in Hot Springs.

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Kathy Birkes Christopher Tolleson ArkBar Joint Meeting

2018 Arkansas Bar Joint Meeting – Drawing Winner

Christopher Tolleson, an Arkansas Attorney and previous Juvenile Public Defender, won the drawing for the MSNT canvas bag at the 120th ArkBar Annual Joint Meeting with the Arkansas Judicial Council in Hot Springs June, 2018. Executive Director Kathy Birkes drew the lucky winner.

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2018 Arkansas Bar Joint Meeting with the Arkansas Judicial Council

Executive Director, Kathy Birkes, at the Annual ArkBar Joint Meeting with the Arkansas Judicial Council on June 13, 2018.

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Hong Kong

MSNT: A Model For the World

In October 2017, MSNT Executive Director Kathy Birkes traveled as a guest of the University of Hong Kong (UHK) to participate in an international symposium on financial planning for special needs. Kathy joined experts from Japan, Singapore, South Korea, Canada, Australia, and Great Britain presenting on various aspects of adult guardianship, powers of attorney, and […]

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2017 MACDDS Annual Conference

Casie Stephens, MSNT Trust Specialist III, at the MACDDS Annual Conference (October 26-27, 2017) at the Tan Tar A Resort in Osage Beach, MO where she presented on special needs trusts and ABLE accounts.

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2017 Real Voices Real Choices

Charitable Trust Specialist Heather Allen, Trust Specialist III Casie Stephens, Trust Specialist I Donald Hiatt and Co-Chair of the 2017 Real Voices Real Choices Conference Garrett Lawrence at Tan-Tar-A Resort in Osage Beach, MO August 20-22, 2017.

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17th Annual Family Law Conference

MSNT Trust Specialist III Casie Stephens and Charitable Trust Specialist Heather Allen at the 17th Annual Family Law Conference in Branson, Missouri August 3-4, 2017.

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2017 Arkansas Bar Association

Executive Director Kathy Birkes and Trust Specialist II Mary Lou Hughes providing pooled trust educational materials at the Arkansas Bar Association Annual meeting in Hot Springs, AR June 14-16, 2017.

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2017 Missouri Institute of Mental Health Spring Training

MSNT Charitable Trust Specialist Heather Allen and Trust Specialist II Mary Lou Hughes at the 2017 Missouri Institute of Mental Health Spring Training in Osage Beach, MO June 2, 2017.

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2017 Women’s Expo

MSNT Trust Specialist II Mary Lou Hughes with Jefferson City Zonta Club President Peggy Jensen at the 2017 Women’s Expo in Jefferson City, Missouri May 16, 2017.

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