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.