Contact Us |
What Can I Buy? |
P.O. Box 47127
Indianapolis, IN 46247
(317) 859-9483
Toll-Free 1-866-979-8770
Facsimile (317) 851-8481
-
A True National Pooled Special Needs Trust
-
Interest-Bearing, FDIC-Insured Trust Sub-Accounts
-
24-Hour, Seven Day A Week Immediate Online Access to Account Balances and Spending Histories (View Only)
-
Electronic Transfers of Funds (ETF) for Funding, Depositing, and Making Purchases from Trust Sub-Accounts
-
The Fastest Disbursement Turnaround Time in the Nation
-
No Mandatory Retainer Upon the Death of the Beneficiary
A Message From The President
Greetings from The National Foundation for Special Needs Integrity! We are committed to serving the needs of parties to mass tort settlements who receive governmental assistance benefits, like Medicaid and SSI.
The attorneys and settlement firm that have teamed up to secure your settlement have referred you to us because you are a recipient of at least one "means-tested benefit," such as Medicaid, Supplemental Security Income (SSI), Food Stamps, HUD/Section 8 Housing Assistance, or other governmental assistance programs. As you know, these governmental agencies limit how much money you can make or how much money you can have at any given time.
Read More >>>
|
Despite what you may have heard, a Special Needs Trust can be a lot more flexible than you think.
Oftentimes we at Special Needs Integrity are asked to provide a list of items that a special needs trust can pay for. Unfortunately, the federal and state regulations that govern how a Special Needs Trust can be used are so complex that it is really impossible to draft an all-inclusive list of what goods and services you can and cannot purchase with a special needs trust.
We are providing the following list simply to give you an idea how you may be able to use your trust. This list is not exhaustive. We oftentimes pay for goods and services that do not appear on this list. By the same token, just because an item appears on the list does not mean that it will always be allowable or will be allowable for you. Different states have different regulations. Some states are lenient on Special Needs Trust usage, and some states are severely strict. Special Needs Integrity monitors the national trends regarding Special Needs Trust usage, as well as the specific idiosyncrasies of each state. What may be in one Beneficiary’s interest may not be in the best interest of another. Nevertheless, we can still provide you with a list of disbursements that are routinely made from a Special Needs Trust. Here is a sampling of types of goods and services that Special Needs Trusts routinely pay for:
Services
cable TV
cell phone services
internet services
maid services
insurance payments
hair care
transportation
entertainment expenses
eye and dental care
attendant care
tuition to camps, classes, etc.
athletic or other recreational league fees
auto repair/maintenance
pet grooming/veterinarian bills
rehabilitation
travel expenses
attorney/accountant/financial planning fees
music lessons
therapeutic massages
home modifications/home improvements
field trips/day trips, etc.
utilities*
seminar expenses
modifications to make vehicle handicap accessible
concerts, movies, sporting events, etc.
HVAC services
vehicles
clothing
furniture
personal care items
television/stereo, etc.
mattress/box springs
eyeglasses/contacts
vacations
hobby supplies
toys
essential dietary needs
computers/software
pets/pet supplies
prepaid funeral expenses**
washer/dryer
guitar, musical instrument, etc.
household products
tools/supplies, etc.
kitchen appliances/tools
property taxes*
outdoor grill
rent/mortgage payments*
games
school tuition
gasoline
household appliances
In some circumstances, we may also be able to help individuals fulfill their parental obligations to their minor children, paying for school fees, clothing, child support, etc. Again, what we can and cannot pay for is dictated exclusively by federal regulations and the regulations in your specific state.
* See our discussion of how SSI benefits affect third-party payment for shelter expenses.
** Due to federal guidelines found in the Center for Medicaid/Medicare Services transmittals and SSA's P.O.M.S. manual, we cannot pay for a Beneficiary’s funeral or other financial libilities after he or she has passed away.
|
|
|
