Theresa Pooled Trusts

young boy in a wheelchair smiling with his female caregiver

Planning for the long-term care and financial security of a loved one with special needs can feel overwhelming—especially when government benefits like …

older couple sit happily before a laptop screen

Many New Yorkers who need Medicaid home care or assisted living services face a difficult challenge: their monthly income is too high …

a young woman with special needs surrounded by smiling friends

For individuals with disabilities, owning assets can unintentionally put Medicaid or SSI eligibility at risk. The Theresa Pooled Asset Trust provides a …