Informative Videos
How Theresa Pooled Trusts Empower Beneficiaries:
Maximizing Benefits & Preserving Assets
This webinar is designed just for individuals and families who want to better understand how THERESA POOLED TRUSTS can help protect their financial future.
If you or a loved one receives government benefits, or may need them in the future, navigating the rules can feel overwhelming. This webinar will explain, in clear and simple terms, how a pooled trust can help you protect your assets, maintain eligibility for important programs, and plan confidently for long-term needs.
Theresa Pooled Trusts
The Theresa Pooled Trusts are special types of trusts that allow a beneficiary of any age to become financially eligible for public assistance benefits, such as Medicaid home care, while preserving their monthly income in trust for living expenses and supplemental needs.