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Enhancing the lives
of individuals with
disabilities.

Pooled Trust - Community Trust I

Protect Disability Benefits with a Pooled SNT

The purpose of a pooled supplemental needs trust (SNT) is to protect eligibility for government benefits and improve quality of life for people with disabilities. The funds in a trust are to be used for life-enhancing items and services to supplement, not replace, the benefits a person is already receiving, such as Supplemental Security Income (SSI) and/or Medicaid. 

For people who need to protect resources (assets) that exceed the eligibility limits, a pooled supplemental needs trust is a great option.

Examples include proceeds from:

  • a direct inheritance
  • lawsuit award
  • structured settlement or lump sum payment
  • retroactive benefit payments
  • other sources

The Benefits of Using a Pooled Trust

Placing these funds into a pooled supplemental needs trust will allow you to maintain your benefits and the funds in your trust can be used for supplemental needs, such as:

  • adaptive equipment
  • education
  • transportation
  • travel and leisure
  • other life enhancing needs

Need more information? Contact us, we would love to help!

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