Welcome to The Arc Community Trust of Pennsylvania
As the Executive Director of The Arc Community Trust of Pennsylvania (ACT), I am honored to welcome you to our website. I trust that you will find information and resources that will assist you in your journey of addressing the financial welfare of the individual with special needs you care for.
ACT is equipped with professional staff who have a compassionate and tireless drive to assist beneficiaries live as independent a life as possible. Through the trusts provided by ACT, our beneficiaries are able to enhance their lives while maintaining valuable resources and protecting essential governmental benefits.
Whether you select to provide funds for your loved one through a Third-Party Funded Trust, transition your child’s funds to a Self-Funded Trust, or join our Pooled Trust, the ACT will support and provide resources to instill the peace of mind and security every parent and caregiver desires.
The board of directors, staff and I look forward to serving you and your loved one. As our history shows, ACT looks to provide quality trust management as well as resources and support to both individuals with disabilities and their families.
Again, welcome to The ACT’s website and to our family. If you have questions or would like additional information on how ACT and a special needs trust may assist you prepare for the future, please contact me.
B. Scott Camilleri
Day-to-Day with ACT
Our day-to-day special needs trust services include, but are not limited to:
Supervising all aspects of the trust and at all times acting in the beneficiary’s best interests;
Offering a line of defense against undue influence from existing friends or family, outside caregivers, and new friends who may suddenly appear once a trust is funded;
Abiding by the terms of the trust and reviewing each distribution against a standard of “reasonableness”;
Taking custody of cash, maintaining transactional records for receipts and disbursements, preparing tax letters and tax returns for the trust, issuing account statements and providing accountings as required by the court as well as other outside authorities;
Monitoring and reviewing the performance of the investment manager and making changes that are in the best interests of the beneficiary;
Coordinating the payment of bills and expenses, and taking charge to follow through on implementing many of the services outlined in a care plan for the beneficiary;
Maintaining relationships with other service providers in an effort to contain costs, including public benefit agencies and medical cost containment companies;
Determining if it is necessary to purchase a vehicle or house and identifying the specific needs as well as coordinating the purchase;
Coordinating payroll for caregivers recommended by a case manager, if such services are not provided by a private agency or Medicaid; and
Supporting the implementation of recommendations made by a case manager to enable the beneficiary to receive the highest quality of care.