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Advocate's Outline on Supplemental Needs Trusts

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Posted: 01 Aug, 2008
by David Silva (New York Legal Assistance Group)
Updated: 21 Jan, 2018
by Valerie Bogart (New York Legal Assistance Group)

This in-depth training outline (updated January 2018) covers how Supplemental Needs Trusts work (both individual and pooled).  Explains how  they affect eligibility for SSI, Medicaid, and many different public benefits.  The 2018 edition includes:

  • Information on ABLE accounts as a possible alternative or supplement to SNTs, for those individuals who became disabled before age 26.
  • Changes in Section 8 and public housing asset limits enacted in 2016, and a 1st Circuit Court of Appeals decision issued in 2016 that finds distributions from principal held in an SNT are not income;
  • The Pooled Trust Notification Law enacted in December 2017!

Other information about Pooled Income Trusts - 

Attached files
item SNT Outline 2018 01-22-2018.pdf (1.09 mb) Download

Also read
item List of Pooled SNTs in New York State
item Step-by-step guide to enrolling in a pooled income trust for Medicaid spend-down
item Keeping Medicaid after Cash Public Assistance or SSI Benefits Are Terminated
item Legal Authorities Relating to Supplemental Needs Trusts
item Medicaid Disability Determinations - NYS Forms & Procedures (with updated forms July 2012)

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Step-by-step guide to enrolling in a pooled income trust for...       List of Pooled SNTs in New York State

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