SNT administrators are trustees who may be family members or professional fiduciaries, operating under strict state court supervision. They are established under Federal law and contain a “safe harbor” provision. This means the assets in the SNT cannot be considered when applying for or continuing public benefits. Public benefits range from Federal (SSI, SSDI, Medicare) to State (Medi-Cal, California Children Services) to County (Regional Centers for the developmentally disabled and County Medical Services).

In the coordination of a Special Needs Trust, your on-site case manager will:

• Meet with your family
• Assess the client
• Verify that all medical issues have been conveyed
• Act as a liaison between medical practitioners and the trustees and family
• Verify that the patient/claimant is at an appropriate facility
• Work with local vendors on planning issues
• Assist in securing sufficient medical supplies
• Organize and arrange all aspects of medical procedures and/or surgeries