MEMORANDUM

2017 Memorandums

IM-#40; 4/25/17

DEPARTMENT OF SOCIAL SERVICES
FAMILY SUPPORT DIVISION
PO BOX 2320
JEFFERSON CITY, MISSOURI
TO:
ALL FAMILY SUPPORT OFFICES
FROM:
PATRICK LUEBBERING, ACTING DIRECTOR
SUBJECT:
EXPANDED SPECIAL NEEDS TRUSTS
MANUAL REVISION #23
1025.015.04.01

DISCUSSION:

This memorandum announces an expansion to the definition of excluded Special Needs Trusts for MO HealthNet for the Aged, Blind, and Disabled programs.

On December 13, 2016 the President signed into law the 21st Century Cures Act. Section 5007 of this Act allows individuals to establish their own special needs trusts and qualify for the exception to resource counting under Section 1917(d)(4)(A) of the Social Security Act

Trusts established before December 13, 2016 by the individual do not qualify to be excluded, under this new provision.

Special Needs Trusts established on or after December 13, 2016 by the disabled individual, under age 65, may be excluded if they meet all other criteria to be considered a special needs trust.

NECESSARY ACTION:

PL/vb


2017 Memorandums