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Special needs trusts allow you to protect your assets while remaining eligible for Medicaid, Waiver Services and Supplemental Security Income (SSI). We offer three types of special needs trusts. Each allows you to preserve your funds so that you are able to pay for necessities - like home modifications, adapted vehicles and specialized treatments or medications - while preserving eligibility for lifelong supports and services.

Our team will be happy to help you explore the various trust options.

Pooled Trust

What is a Pooled Trust?

A Pooled Trust is created to enable a person with a disability to protect his or her assets, while still preserving their eligibility for essential lifelong supports and services. The trust must be administered by a non-profit. ACHIEVA Family Trust provides enhanced investment opportunities by combining the assets from a “pool” of beneficiaries, while continuing to account for assets separately.

Is this trust for me?

I am (or am caring for) an individual with a disability who has too many assets to remain eligible for government benefits.

How it works

Individuals with disabilities are able to quickly establish a Pooled Trust for their own benefit.

Go to Pooled Trust

Payback Trust

What is a Payback Trust?

A Payback Trust enables a person with a disability to protect his or her assets from an inheritance or lawsuit settlement, while still preserving their eligibility for essential lifelong supports and services.

Is this trust for me?

I am (or am caring for) an individual with a disability who received a financial settlement that would affect eligibility to receive essential government benefits.

How it works

Individuals with disabilities are able to establish a Payback Trust for their own benefit.

Go to Payback Trust

Third Party Trust

What is a Third Party Trust?

A Third Party Trust is funded by family and friends of the beneficiary, either during their lifetime or through their estate plan. This type of trust has the greatest flexibility because the money belonged to someone other than the person with the disability.

Is this trust for me?

I am a family member or friend of an individual with a disability, and I am concerned about their future.

How it works

Family or friends of an individual with a disability can fund the trust during their lifetime and/or through their estate plan.

Go to Third Party Trust