Pooled Trusts and Estate Planning

When you choose NYSARC Trust Services for your clients, you are getting knowledge and experience your firm can trust and exceptional customer service that your clients can depend on.

Since 1972, NYSARC Trust Services has been an industry-leading administrator of special needs trusts and pooled trusts. Renowned for its knowledge of government benefits, compassionate service, and ability to meet the complex needs of people with disabilities.

NYSARC Trust Services is here to support you and your clients in navigating the demands of preserving benefit eligibility and protecting your clients’ assets by establishing a pooled trust.

NYSARC Trust Services can help your clients:

• Plan for the future of a loved one with a disability
• Protect unexpected windfalls of money
• Preserve income and assets for Medicaid planning purposes and long-term care needs

Our Trust Programs:

First Party Pooled Trusts:

Pooled Trust for Excess Resources

Pooled Trust for Resources >$250K

Pooled Trust for Monthly Income

Third Party Trusts:

Third Party Pooled Trust

NYSARC Trust Unrestricted Fund

What is a pooled trust?

Established under Section 1917(D)(4)(C) of the Social Security Act 42 U.S.C. § 1396p(d)(4)(C), a pooled trust is managed by a non-profit organization such as NYSARC, Inc. (dba The Arc New York) and contains the assets of many different individuals, each held in separate sub-trust accounts.

A pooled trust is typically needed to protect a person with disabilities' access to means-tested government benefits, such as Medicaid and Supplemental Security Income (SSI), while also preserving future eligibility for services without having to forfeit funds your client is entitled to receive.

Benefits even under age 65

A pooled trust is quick and inexpensive to establish and maintain because the trust documents have already been drafted and approved by the Social Security Administration (SSA) – making it a great option for clients even under the age of 65.

It also offers the benefits of professional trust administration at an affordable cost if there is not an appropriate person to serve as trustee and greater investment power for modest sums of money.

What sets NYSARC above the rest?

• Professional not-for-profit trust administration since 1972
• Knowledge and experience you can trust
• Serves all counties of New York
• Inexpensive to set up and maintain
• Accounts established quickly
• Exceptional customer service available weekdays 8 AM - 5 PM
• Dedicated case managers available to assist with management of trust assets as needed
• Online Portal and automated phone system available 24/7
• No limit on monthly disbursements
• No annual renewal fees
• Dedicated phone line for attorneys to reach management staff and expedite requests
• Trust documents approved by the Social Security Administration
• Independent audit performed annually

For more information, call (518) 439-8323 and we would be happy to assist you!