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Enhancing the lives
of individuals with
disabilities.

Pooled Trust - Community Trust III 

Protecting Resources (Assets) of $250,000 or More

Community Trust III is similar to the other community trusts in that it is primarily for individuals who receive government benefits, such as SSI and/or Medicaid. Accounts may be established with a lump sum of funds or structured settlement.

The minimum initial deposit is $250,000. This trust allows for a potential remainder beneficiary after State(s) payback. The distribution of funds remaining upon death of the individual is dependent on the size of the account and the existing Medicaid lien. Please refer to the trust document for more details.

 

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