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- Special Needs Trust

 
  Special Needs Trust  
                 
  Background and Service Objective  
  The Chief Executive announced in the 2017 Policy Address that the Government decided to take the lead in setting up a “special needs trust”, to provide reliable and affordable trust services.

The Special Needs Trust Office (SNTO) was established in December 2018, with the Director of Social Welfare Incorporated as the trustee, for managing the assets of deceased parents. Regular disbursements will be made to the carers of their children, who may be individuals or organisations, in accordance with the parents’ wishes. This is to ensure that their assets will be used for meeting the long-term daily needs of their children.
 
           
  Eligibility for the Service  
  Eligibility criteria for the Settlor:  
  A parent or relative of a person with special needs;  
  Aged 18 or above;  
  Not an undischarged bankrupt at the time of signing the Trust Deed; and  
  A Hong Kong permanent resident.  
           
  Eligibility criteria for the Beneficiary:  
  A person with intellectual disability (including Down’s syndrome), mental disorder or autism;  
  A person who is eligible for rehabilitation services subsidised by the Social Welfare Department or admission to special schools of the Education Bureau; and  
  A Hong Kong permanent resident who ordinarily resides in Hong Kong.  
           
  Annual Fee  
  After the trust account is activated, the Trustee will charge an annual fee at a flat rate. Currently, the annual fee for each trust account is HK$21,000, subject to annual adjustment according to the change in relevant expenses.  
           
  Application & Enquiries  
  Persons who wish to apply for the  Special Needs Trust should submit the completed application form, in person  or by post, to the SNTO of the SWD.  For enquiries, please contact our office, the contact information as follows:  
            
  Address  : Unit 201, 2/F, THE HUB, 23 Yip Kan Street,
Wong Chuk Hang, Hong Kong
 
  Telephone : 2116 5308  
  Fax : 2117 1451  
  Email : sntoenq@swd.gov.hk  
  Opening hours : Monday to Friday:
8:45am to 1:00 pm; 2:00 pm to 6:00 pm
Closed on Saturdays, Sundays and public holidays
 
           
  Special Needs Trust Service Introduction Video  
   
           
  Other Information (for download)  
  Special Needs Trust Service Leaflet  
  Special Needs Trust Application Guidebook  
  Special Needs Trust Easy-to-read Booklet  
  Special Needs Trust Application Form