A Trust To Fit Your Needs

A Trust To Fit Your Needs2018-12-19T08:24:34+00:00

Which Trust Will Work For You and Your Loved One?

Special Needs Trusts

A Special Needs Trust is a very specific kind of trust that offers the option of keeping someone eligible for public benefit programs while also receiving the benefit of a supplemental fund.  This supplemental fund can pay for an entire range of services and goods that are not covered by public programs.

Special Needs Trusts can be established with funds that belong to the person who is receiving public benefit programs or with funds that belong to someone else such as one or more family members.  Different rules will apply depending on whose funds are used to establish the Trust, but the person receiving public benefits will still receive the benefits from the Trust no matter which rules apply, so long as the Trust’s rules are followed.

There are several kinds of Special Needs Trusts with different names, but they all share the common trait of maintaining eligibility for asset-tested public benefit programs.  The names that are used to describe these different kinds of Special Needs Trusts can be confusing, but they do not need to be.  Just keep in mind that there are only three different kinds of Special Needs Trusts, and they are not confusing if explained in plain English.

Self-Funded
Third Party Funded
Pooled
Education

Get in touch and we’ll get back to you as soon as we can.  We look forward to hearing from you!

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ABOUT US

In 2001 ACT was incorporated as a non-profit charitable organization in Pennsylvania for the purpose of administering a pooled special needs trust for the benefit of individuals with disabilities.  Over the years ACT also became Trustee for other special needs trusts, including Third Party Special Needs Trusts, which are funded with the assets of someone other than the Trust Beneficiary; Non-Pooled Special Needs Trusts, which are funded with assets belonging to the Trust beneficiary; and, educational special needs trusts.