When to Use a Pooled Trust

Pooled trusts are a valuable tool for individuals with disabilities and older adults looking to safeguard their income and assets to qualify and remain eligible for Medicaid and other means-tested benefits. We will explore the benefits of pooled trusts, including how they enable families to provide an inheritance without affecting their loved one’s eligibility for essential services.

Join us to discover the unique advantages of pooled trusts, learn how they can enhance your clients’ planning, and understand when it’s appropriate to consider this option for maintaining benefits while improving quality of life. We will provide practical insights and real-world examples to help you navigate this important aspect of Medicaid and special needs planning.

Elder Law Lunch & Learn will take place on the second and fourth Tuesdays of the month from 1:00-2:00 PM. RSVP elderlawchairs@nywba.org.