Theresa Pooled Trusts

Tag: Protecting Public Benefits

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What Is a Special Needs Trust?

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

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Theresa Third-Party Community Trusts: A Secure Future

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