Special Assistance Network
Education. Empowerment. Endowment.

Special Needs Trust

Beneficiary Access

How can the beneficiary access the Special Needs Trust?

It is important that a trusted family member act as the trustee for the Special Needs Trust. The Special Assistance Network can help that family member in the daily administration of such a legally complex legal document.

Having the trustee directly give your loved one money or assets can disqualify him or her for government benefits.  Instead, the trustee can use the trust assets to purchase and provide certain necessities for the loved one, however, there are specific rules and regulations that must be followed for this to operate in the best interest of the disabled person.

The trustee can pay for services and products, such as personal care attendants, vacations, home furnishings, medical and dental expenses, education and training, vehicles, physical therapy and even some recreation. But as a trustee you must use caution in how these services and products are purchased, and that is why you need the assistance of the professionals at the Special Assistance Network.