Theresa Pooled Trusts

Tag: Supplemental Needs Trust

young boy in a wheelchair smiling with his female caregiver

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

a young woman with special needs surrounded by smiling friends

Theresa Pooled Asset Trusts: Protect Your Benefits Today

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