Pooled trusts do so much more than just protect your clients’ financial eligibility for Medicaid and SSI. This program can save your clients time and money, while maximizing trust funds to improve their quality of life.
In this training, we cover a deep dive into the topic of pooled trusts and the benefits for your clients and your organization. We review a number of scenarios where you might consider using a pooled trust, answer frequently asked questions, and demonstrate the unique advantages of this program.
If you have questions, contact us at (518) 439-8323 or visit test.nysarctrustservices.org.
Disclaimer: This content is intended for educational purposes only and shall not constitute the provision of professional legal, tax or other advice. NYSARC, Inc. shall have no liability for errors, incorrect information, or inapplicability of information provided to any particular person/reader.