INDIVIDUAL

Self-Settled Trusts

Safeguard your benefits

People who experience a disability can set aside money to enhance quality of life while protecting government means-tested benefits.
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FAMILY

Donor-Funded Trusts

Plan for your family's future

Regardless of your age, or your loved one's age or disability, planning for the future is important. The Oregon Special Needs Trust provides an effective and safe way to secure a stable financial future for your family.
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PROFESSIONAL

Information & Guidance

Build your knowledge

Whether you are a legal, financial, or direct support professional, our team is here to assist you with information to help you guide others in planning effectively for immediate and future needs.
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Build A More Secure Financial Future

At The Arc Oregon, we believe planning for the future is a critical part of caring for a loved one with a disability. The Oregon Special Needs Trust (OSNT) is a pooled trust established to offer families a dependable, affordable way to provide financial security and an enhanced quality of life for their loved ones, while preserving the benefits that they depend on in their daily lives. Since its inception in 1999, the OSNT program has also become an effective means of safeguarding money for individuals whose own resources threaten their ongoing eligibility for public benefits.

What is a Special Needs Trust?

A special needs trust is a federally approved way for people with disabilities to protect benefits while still maintaining assets over the $2,000 limit required for most government benefits.

How Do I Enroll?

Establishing a special needs trust requires significant thought to make sure it is the right answer for your specific needs. We will work closely with you and your advisors to walk through the process together.

Why Should I Choose OSNT?

As the only Oregon-based pooled trust for over 20 years, we are committed to providing high-quality, personalized services that meet your needs. We strive to be the first and best choice in Oregon.

Years of Service
0 +
Sub-Accounts
400
Million $ in Assets
0

What People Say

Connect With Us

Request a Consultation

Are you interested in talking with our Program Director about the OSNT? No problem! We are here to help and would love to schedule a personal consultation with you. 

Please click below to send us information about your needs. You will receive an email confirmation with a link to schedule a meeting at a time that works for you. 

Request a Presentation

Are you involved with a community group, professional association, or provider organization and would like your associates or colleagues to learn about the OSNT? No problem! We are here to help and would love to schedule a group presentation with you. 

Please click below to send us information about your needs and we will be in touch soon.