Free Trustee Handbook

A special needs trust can be a very powerful aid in managing care for a family member with a disability. It can provide supplemental items like therapy, respite care, dental work, companions, entertainment, education — all without interfering with the beneficiary’s SSI, Medicaid or other government programs. The special needs trust can be a flexible tool. It can also be very difficult and confusing to administer.

Have you been named as trustee of a special needs trust? Have you created a special needs trust, and wonder what the job of trustee is actually like? Are you a trust beneficiary, trying to figure out what the trustee is permitted — and required — to do? The Special Needs Alliance is pleased to offer its free booklet such as the free trustee handbook on administering special needs trusts. In plain English, it can help you understand the choices and obligations.

You can download a PDF of the Handbook for Trustees. If you’d prefer, we will send you a printed copy — at no cost, and with no obligation. Simply fill out the form below and we will mail your Handbook.

Download your complimentary copy
Download your complimentary copy (Spanish)