Top 10 Tax Tips

As you prepare for the upcoming tax season, read and keep these tips in mind.

Getting Started

Tax season is approaching! We are here to answer your trust sub-account questions. As you prepare for the upcoming tax season, visit our 2025 Tax Tips and Q&A to find important information.

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.

Using a Trust Sub-Account

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.

Support Our Charitable Program

For over 34 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.

Who is Midwest Special Needs Trust?

Midwest Special Needs 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.

Meet our Team

The staff at MSNT 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?

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