The Theresa Foundation Pooled Trusts

“The Theresa Foundation Pooled Trust of New York is an indispensable asset to our clients. Their personalized attention, excellent customer service, and streamlined process are smooth and user-friendly. Theresa Foundation is truly a cut above any other Pooled Trust options in the state.” – Nancy B.

“We have used the Theresa Foundation Pooled Trusts for a number of our elderly clients and those who are disabled and who have either an income spend down requirement for Medicaid eligibility or have received a lump sum payment, which causes them to be over-resourced for SSI or Medicaid. As a result, they have been able to continue to receive certain benefits and remain in their communities living a more meaningful life.” – Bob M.

“Your patient, caring and compassionate staff truly put our clients at ease from the beginning of their association with the Theresa Pooled Trust since each client is assigned to a single staff member immediately upon being accepted into the Pooled Trust. Thanks to the NY Theresa Pooled Trust, our Community Medicaid clients are able to retain their dignity and control over their affairs while receiving care at home!” – Michael A.

“In every step of Mom’s progression in aging we had wonderful and caring people to work with and to have in her life. Thank you.” – Patricia F.

“I am writing to you to sing the praises of Olga. She has done a tremendous job overseeing my mother’s Medicaid trust reimbursements. We often don’t expect – or receive – great customer service, especially regarding anything related to a government program such as Medicaid. As far as I’m concerned, Olga has set the bar, and the bar is very high.” – Sally O.