What is a Pooled Trust? And When to Use One? скачать в хорошем качестве

What is a Pooled Trust? And When to Use One?

Pooled trusts do so much more than just protect your clients’ financial eligibility for Medicaid and SSI. This program can save your clients time and money, while maximizing trust funds to improve their quality of life. In this training, we cover a deep dive into the topic of pooled trusts and the benefits for your clients and your organization. We review a number of scenarios where you might consider using a pooled trust, answer frequently asked questions, and demonstrate the unique advantages of this program. If you have questions, contact us at (518) 439-8323 or visit www.nysarctrustservices.org.