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Theresa Pooled Trusts

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Most special needs trusts (SNTs) are set up to benefit one individual.  But it’s possible to contribute to a trust where the …

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Choosing the right person to serve as trustee of a special needs trust (SNT) is a key task when creating such a trust. It …

grandfather smiles next to his grandchild with special needs

One key benefit of creating a special needs trust as soon as possible is having time for your extended family and friends …

a mother smiling next to her child with special needs

In almost all cases where a parent leaves funds at death to a child with special needs, it involves a trust. Trusts …

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In certain situations, beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits. For example, …

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An individual with disabilities may have assets from a lawsuit award or settlement, or from a gift or inheritance. Unfortunately, these assets …

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

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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 …