- Drafting trust agreements that meet Social Security requirements
- Coordinating care services for individuals
- Administering two pooled special needs trust (OBRA) and (3rd Party Sub-accounts)
- Offering charitable grants for individuals with disabilities and their families
We take pride in our trust services. You can rely on our legal, long-term care solutions and professional trust management.
Why Choose the Pooled Trust option?
Using a pooled trust provides individuals and family with financial peace of mind. You'll know your loved one with a disability has a long -term, high-quality care plan in place-a plan that does not infringe on public benefit programs.
A pooled special needs trust is an excellent way for families and individuals to plan ahead. It ensures public benefits will continue for the lifetime of a person with a disability and creates a legal option for buying supplemental supports and comforts.
Life's Plan, Inc. manages different types of special needs trusts, such as a 3rd-party trust or a self-funded pooled payback trust (also known as an OBRA D4C Trust). Beneficiaries and their families can rest easy knowing they are part of a Medicaid qualified trust. Life's Plan Inc. can also provide families individual trust management services.
Joining a Pooled Trust
To help you understand the process of transitioning to a pooled trust, we've compiled these resources:
Rely on Life's Plan, Inc. as you make important estate planning decisions for someone with a disability. To create a trust for your loved one, call 630-628-7189 today or contact us here.