Third-Party Special Needs Trust PC1356-Digital

ESTATE PLANNING

SPECIAL NEEDS TRUST

BENEFITS OF A THIRD-PARTY TRUST   THE TRUST ALLOWS A BENEFICIARY TO QUALIFY, OR CONTINUE TO QUALIFY, FOR PUBLIC ASSISTANCE AND STILL RECEIVE FUNDS FROM THE TRUST FOR SUPPLEMENTAL NEEDS. NOTE: THE RULES GOVERNING PUBLIC ASSISTANCE ARE COMPLEX AND   THE TRUSTEE MAY MAKE PAYMENTS FOR PRODUCTS AND SERVICES NOT COVERED BY GOVERNMENT PROGRAMS.   THE TRUST CAN HOLD ASSETS, SUCH AS REAL ESTATE, STOCKS, BONDS, AND OTHER TYPES OF INVESTMENTS. CHANGE OFTEN SO IT IS IMPORTANT TO STAY UP-TO-DATE WITH THE HELP OF YOUR ATTORNEY TO AVOID JEOPARDIZING THE BENEFICIARY’S ELIGIBILITY.

Contact a Commerce Trust advisor to learn how a special needs trust can help you care for a loved one after you are gone. 1-855-295-7821 | commercetrustcompany.com

Wealth | Investments | Planning Commerce Trust Company

Commerce Trust Company is a division of Commerce Bank.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

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