Services for Parents & Caregivers

Special Needs Trusts safeguard your loved one’s personal assets and provide for the comfort of life that government benefits do not cover – all without jeopardizing his or her eligibility for government assistance. Quality of life is so important not only to a person living with a disability but to the parents and caregivers, as well.

A Special Needs Trust helps you look out for the best interests of those in your care, while maintaining their quality of life.

A Pooled Trust beneficiary gets more than just protection of government benefits. The beneficiary gets the advantage that comes from being a member of a large trust, including high-quality investment management services, better interest rates and professional trustee services, all for an annual fee based on a small percentage of the fund.

This type of trust provides the disabled individual with resources that can be used to pay for special or supplemental needs while preserving his or her eligibility for government benefits, particularly Supplemental Security Income (SSI) and Medicaid. Trust funds can be used for some medications, non-essential medical care, comfort services, companion services, entertainment, electronic equipment and personal care services without risking the loss of government benefits.