Pooled Special Needs Trust

MAINTAIN NEEDS-BASED GOVERNMENT BENEFITS

When it comes to an estate or settlement plan for children and adults with special needs, one of the most important decisions you’ll have to make is where you want to house cash and assets. Persons with disabilities who need to maintain their eligibility for needs-based government programs such as Supplemental Security Income (SSI) and Medicaid, must stay below certain income thresholds to stay qualified. A Pooled Special Needs Trusts lets children and adults with disabilities, receive a lump sum of money, real estate, stocks, or other investments – all while keeping their benefits intact.

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SAFEGUARD BENEFITS

A Pooled Special Needs Trust with Secured Futures means the Trust pays for SSI and Medicaid approved expenses, ensuring beneficiaries maintain their government benefits. This approach to trust administration, safeguards eligibility while improving overall quality of life.

BENEFICIARY SERVICES

Whatever you need, we are here for you. We are waiting for your call with open arms and open ears — because at Secured Futures, you are part of our family. Beneficiaries and their family members can count on us to be there to advise, coach, and support them when needed.

UTILIZING FUNDS

We make it easy to access funds. From small to medium payouts, for bills and shopping, to large payouts, for cars and houses, beneficiaries have the option to either use their True Link VISA card for purchases on the go or submit requests as they come up.