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Pooled Trust for Resources of $250K+ 

Community Trust III: Funded with Excess Resources (Assets)

Do you have resources (assets) of $250,000 or more that you need to protect in order to maintain eligibility for Medicaid and/or Supplemental Security Income (SSI) benefits? Such as proceeds from a settlement or the sale of a home?

Community Trust III is a pooled supplemental needs trust (SNT) that is funded with excess resources (assets) in the form of a lump sum or structured payments. The minimum initial deposit is $250,000.

This trust allows for a potential remainder beneficiary after State(s) payback. The distribution of funds remaining upon the death of the individual is dependent on the size of the account and the existing Medicaid lien.

For more information, please call (518) 439-8323 or use the contact form to request a copy of the Joinder Agreement (trust application), fee schedule, and other trust documents.

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