Helping people with disabilities protect benefit eligibility since 1972
Helping people with disabilities protect benefit eligibility since 1972
This trust is commonly used when a person on Medicaid and/or SSI benefits comes into a windfall of money, such as from a personal injury lawsuit, structured settlement, or a direct inheritance from the sale of a home.
Community Trust III is a pooled supplemental needs trust (SNT) that is in many ways a hybrid between an individual trust and a pooled trust because this program allows the potential for a portion of any remaining funds to go to other family members once any Medicaid lien is satisfied upon the passing of the trust beneficiary.
*Download the current fee schedule for more information.
Beneficiaries receive the benefits of a professional trustee with extensive fiduciary and wealth management experience and the cost savings and efficiency of a pooled trust.
Trust funds are invested in a balanced portfolio in accordance with the Trust’s investment policy, which is established by the Trustee and its co-trustee Key Private Bank, a financial institution with more than 190 years of trust administration and wealth management experience.
Beneficiaries also receive the personalized service of a dedicated case manager who provides hands-on assistance with the day-to-day management of the funds and specializes in working with people with disabilities and people living with a mental health diagnosis.
