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Theresa Pooled Trusts

Americans are living longer than they did in years past, including those with disabilities. According to one count, 730,000 people with developmental …

Each public benefits program has restrictions that the special needs trust must comply with in order not to jeopardize the beneficiary’s continued …

A special needs trust (or supplemental needs trust) can help a person with disabilities supplement any benefits they may receive from government …

Parents of adult children with disabilities know that their child’s disability needs may change over the course of their lifetime. Planning for …

Funds held in a properly drafted special needs trust (SNT) will not affect a Supplemental Security Income (SSI) or Medicaid recipient’s benefits. However, funds disbursed in …

You may have heard that special needs trusts are required to reimburse the government for Medicaid expenses incurred by the trust’s beneficiary …

Choosing a trustee is one of the most important and difficult issues in special needs trusts. The trustee must have the necessary …

Supplemental Security Income (SSI) beneficiaries must comply with very stringent income and asset rules to receive benefits. One such rule is the resource allowance …

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

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