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Estate

What is a special needs trust?

Quick Answer

A special needs trust (SNT) holds assets for a disabled beneficiary without disqualifying them from means-tested government benefits like SSI and Medicaid. Two main types: first-party (funded by beneficiary's own money) and third-party (funded by family).

Special needs trust types and their funding sources.
Warren Team
Updated April 26, 2026
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The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.

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