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.

Korea Symposium MSNT: A MODEL FOR THE WORLD PART 2

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.

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.

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TOP TEN TRUST TAX TIPS

Tax season is upon us! Whether you have been a trust beneficiary for years or are brand new to MSNT, here are some important facts about special needs trusts and taxes.


"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

Power UP 2019 Conference

Power Up 2019 AT Conference

Charitable Trust Specialist Heather Allen and IT Director Gabe Wilkerson exhibiting at Power Up 2019 Assistive Technology Conference on April 1, 2019.

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Professor Yang from Aoyama Gakuin University

Professor Yang from Aoyama Gakuin University in Tokyo, Japan visits MSNT

Professor Linkai Yang from Aoyama Gakuin University in Tokyo, Japan with MSNT Executive Director Kathy Birkes. Professor Yang is researching special needs trusts for use in Japan.

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2019 MO Oral Health Policy Conference

2019 Missouri Oral Health Policy Conference

Executive Director Kathy Birkes and Charitable Trust Specialist Heather Allen with State Dental Director Dr John Dane at the 2019 Missouri Oral Health Policy Conference held in Jefferson City February 28 and March 1. The event was organized by the Missouri Coalition for Oral Health.

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korea-featured

MSNT: A Model For the World Part 2

In October 2018, MSNT Executive Director Kathy Birkes spoke at the 5th World Congress on Adult Guardianship held in Seoul, South Korea. Just as MSNT was a leader when the concept of special needs trusts was first developed, so it remains a model for the world as the debate continues on the protection and independence […]

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Missouri Chapter of the National Academy of Elder Law Attorneys

Nathaniel McKee, Trust Specialist II, exhibiting at the Missouri Chapter of the National Academy of Elder Law Attorneys on November 30, 2018.

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2018 Oklahoma Bar Association Meeting in Tulsa, OK

Mary Lou Hughes, Trust Specialist III and Craig Combs, Oklahoma Bar Association Director of Administration at the 2018 Annual Oklahoma Bar Association Meeting in Tulsa, Oklahoma on November 8, 2018.

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National Philanthropy Day 2018

2018 National Philanthropy Day

MSNT staff in attendance at the National Philanthropy Day 2018 luncheon on Friday, November 2, 2018 in Columbia, MO.

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2018 MACDDS Conference

MSNT was excited to present and exhibit again this year at the 2018 MACDDS Conference held in Columbia, MO. Pictured are Heather Allen, Charitable Trust Specialist, and Nathan McKee, Trust Specialist II.

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14th Annual Statewide Conference of the Brain Injury Association of Missouri

MSNT was an exhibitor and presenter at the 14th Annual Statewide Conference of the Brain Injury Association of Missouri (BIA-MO) in Chesterfield, Missouri. Pictured are: Trust Specialist II, Nathan McKee and Trust Specialist III, Mary Lou Hughes with Maureen Cunningham, Executive Director of the Brain Injury Association of Missouri and Alyssa Grese, Program Associate

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5th Annual Educational Summit sponsored by The Arc of Missouri

Charitable Trust Specialist Heather Allen, Trust Specialist I Sterling Odneal, Trust Specialist III Casie Stephens and Trust Specialist II Nathan McKee at the 5th Annual Educational Summit sponsored by The Arc of Missouri on September 11, 2018.

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