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A person who receives Medicaid and/or SSI benefits and 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, could benefit from depositing those funds into a Community Trust III account.
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.
In partnership with co-Trustee Key Private Bank, an individual investment strategy is structured within our policy to meet the beneficiary’s goals, risk tolerance, and liquidity needs as outlined in our discussions and can be adjusted throughout the lifetime of the trust to meet changes in the beneficiary’s lifestyle and needs.
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.
Individual SNTs can be costly to set up and maintain. A pooled trust is an affordable alternative that can maximize the funds in a trust account for life-enhancing purchases.
Does your settlement include a Medicare Set-Aside account (MSA)? We can help with that, too! Learn more >>
NYSARC Trust Services representatives have always been very professional and wonderful people to work with. They are doing great work with helping people in need.
Yours is the golden standard by which all agencies should be measured.
The quality of service offered by NYSARC Trust Services is unparalleled.