Can an annuity fund a special needs trust? | Patriot Plans
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Annuities and Special Needs

Can an annuity fund a special needs trust?

An annuity can fund a special needs trust (SNT) for a child or family member with disabilities. The annuity provides a guaranteed income stream to the SNT, providing funds for the beneficiary's care without disqualifying them from government benefits.

Key Points

  • Annuity funds a special needs trust (SNT)
  • Guaranteed income stream: to the SNT
  • SNT provides funds for care without disqualifying from government benefits
  • Government benefits: Medicaid, SSI, and other programs
  • An independent agent can help you find annuities for a special needs trust