A Third-Party Special Needs Trust (SNT) can be a valuable tool for enhancing the quality of life for a loved one with special needs without jeopardizing their eligibility for government benefits. Here’s how it can make life a little brighter:

1. Entertainment and Hobbies: SNT funds can support hobbies, from art supplies to music lessons, or tickets for movies, sports, and concerts.
2. Travel and Vacation: The trust can cover travel expenses, allowing the beneficiary to explore new places, visit family, or simply relax. Accessible vacations, or even an occasional weekend getaway, are covered, provided they’re not disbursed as cash.
3. Adaptive Equipment and Technology: Specialized devices, like tablets, communication aids, and customized mobility equipment, are permissible expenses, contributing to independence and connection.
4. Social Activities and Memberships: Memberships to clubs, gyms, or community centers are allowed, enhancing social life and encouraging an active lifestyle.
5. Life Experiences: Special outings, personal items like cameras, books, or even companion animals may be funded by the trust, adding joy and companionship.

These uses help create a fuller, more enjoyable life while maintaining necessary benefit eligibility. The Davis Schilken, PC team is here to ensure all expenses align with the trust’s guidelines and avoid penalties. Give our office a call to schedule a no obligation meeting with one of our skilled attorneys (303)670-9855.