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!
Contact us if you would like to discuss which trust is right for you. We are here to help!
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.
