Our Trusts

Our pooled trust services can help protect a person’s own funds and allow families to leave funds for a loved one’s future needs without putting their financial eligibility for benefits at risk. Would you like assistance determining which trust is best for you? Contact us today!


New York residents of any age who are disabled as defined by Social Security law, can establish a pooled trust to protect excess monthly income and/or resources in order to qualify or maintain a person's financial eligibility for means-tested benefits, such as Medicaid and SSI.

Which Trust is best for me?

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PO Box 1531
Latham, NY 12110
Phone: (518) 439-8323 Fax: (518) 439-2670
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