Montana Special Needs Trusts
One of the fundamental goals of estate planning is to ensure that your family is properly taken care of should something happen to you. If a beneficiary receives governmental benefits because of a physical or mental disability, the receipt of any inheritance could jeopardize the beneficiary’s eligibility for public assistance. A properly constructed supplemental or special needs trust (SNT) allows the beneficiary to receive an inheritance without sacrificing the public support payments. Public benefits only provide for basic necessities. A SNT permits you to supplement those benefits with quality-of-life items such as: education and tutoring, transportation, hobby supplies, vacations, entertainment, electronics, and a special diet or personal care needs.
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