Special Needs Trust (SNT)
• An SNT is established with the resources of a disabled individual for the purpose of allowing the individual to qualify for Medical Assistance (MA).
• A trust beneficiary must be under the age of 65 when the SNT is established and there can be no additions to the trust after the trust beneficiary turns age 65.
• All disbursements from the SNT must be for the sole benefit of the trust beneficiary.
• All SNTs must contain a provision that provides for reimbursement to the
Department of Human Services (DHS) of an amount equal to the total amount of MA
paid on behalf of the trust beneficiary.
• All SNTs must comply with 42 U.S.C. §1396p(d)(4) and 62 P.S. §1414 and are
subject to approval by the DHS’s Office of General Counsel (OGC) in accordance
with 62 P.S. §1414(b)(4).
• If there is no trust, then the resources would have been placed in the SNT would be
considered available resources in determining the individual’s eligibility for MA.