sntf-sd.org - Special Needs Trust Foundation

Description: The Special Needs Trust Foundation acts the trustee for both 1st party and 3rd party Special Needs Trusts. Individuals or family members are able to leave assets to benefit themselves or their loved ones in a way that enables them to continue receiving government benefits, while enriching their lives in ways that are limited by public assistance.

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A first party trust is funded by a beneficiary who is disabled. For example, funding sources are generally from an inheritance, a legal settlement, or the sale of a home.

A third party trust is set up for a person with disabilities, by a third party such a parent, grandparent or family member. Funds generally come from an inherited pension, life insurance policy or estate plan.

This is the place to find documents that you may need as an SNT beneficiary, as well as our Master Trust and Joinder Agreements.

Links to sntf-sd.org (1)