A special needs trust creates a way to provide some funds for the benefit of a disabled person without causing them to lose their eligibility for government benefits like Supplemental Security Income (SSI), MassHealth, and other needs-based programs. That’s because assets that pass to the person through a special needs trust aren’t considered income.
The trust can’t pay for basic needs, which are covered by government benefits and programs. The trustee can authorize expenditures for:
- Medical and dental care that isn’t provided by government programs
- Certain medical equipment like wheelchairs or specially-equipped vans
- A primary residence
- Job coaching and education
- Therapy or rehabilitation services
- A vehicle and other transportation
- Internet services, electronic equipment, and appliances
- Recreation and entertainment
- Household good and personal effects
- Travel, which can include the cost of a companion
- Burial expenses
- Hiring an attorney
The trustee should review the wording in the special needs trust to see if it specifies anything about what the money can be spent on before spending money.
There are legal requirements for a special needs trust. As an experienced special needs trust attorney in Massachusetts, I can give you the information and guidance you need to help care for your loved one. Contact us for a free consultation today.