An individual with disabilities may have assets from a lawsuit award or settlement, or from a gift or inheritance. Unfortunately, these assets can disqualify the person from receiving essential needs-based
Planning for the long-term care and financial security of a loved one with special needs can feel overwhelming—especially when government benefits like SSI and Medicaid are involved. The Theresa Third-Party
Many New Yorkers who need Medicaid home care or assisted living services face a difficult challenge: their monthly income is too high to qualify, even though they still struggle to
For individuals with disabilities, owning assets can unintentionally put Medicaid or SSI eligibility at risk. The Theresa Pooled Asset Trust provides a powerful solution—allowing individuals to preserve their assets while
