Assisting people with disabilities since 1991Navigation
A 501(c)(3) non-profit corporation recognized as a pooled trust as defined in 42 USC 1396p(d)(4)(C)
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, a nonprofit organization administering special needs trusts, has an opening for a Trust Specialist.
MSNT Executive Director Kathy Birkes and Senior Trust Specialist Casie Stephens with Samantha Shepherd of Shepherd Elder Law Group, NAELA National Board member, immediate past president of MoNAELA, and former chair of the Missouri Bar Association Elder Law Committee at the Kansas NAELA conference on Kansas Medicaid: Helping Your Clients Navigate KanCare June 22.
MSNT Executive Director Kathy Birkes with MoNAELA Chapter Executive Diana Love, MoNAELA member Keith Brunstrom and VP and Senior Trust Officer at Blue Ridge Bank and Trust Co. Joe Flick enjoying a Royals win after the MoNAELA 2016 Summer Program: The Basics of Elder Law on June 17.
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Release Date – 06/01/2016 COLUMBIA, Mo. The MSNT Board of Trustees announces the selection of Dana Katherine (Kathy) Birkes as its new Executive Director effective immediately. Ms. Birkes has experience in a broad range of public service spanning over 30 years. Most recently she served at Washington University in St. Louis for over 10 years. […]