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This trust is commonly used when a person on Medicaid and/or SSI benefits comes into a windfall of money, such as from a personal injury lawsuit, structured settlement, or a direct inheritance from the sale of a home.
Community Trust III is a pooled supplemental needs trust (SNT) that is in many ways a hybrid between an individual trust and a pooled trust because this program allows the potential for a portion of any remaining funds to go to other family members once any Medicaid lien is satisfied upon the passing of the trust beneficiary.
*Download the current fee schedule for more information.
Beneficiaries receive the benefits of a professional trustee with extensive fiduciary and wealth management experience and the cost savings and efficiency of a pooled trust.
Trust funds are invested in a balanced portfolio in accordance with the Trust’s investment policy, which is established by the Trustee and its co-trustee Key Private Bank, a financial institution with more than 190 years of trust administration and wealth management experience.
Beneficiaries also receive the personalized service of a dedicated case manager who provides hands-on assistance with the day-to-day management of the funds and specializes in working with people with disabilities and people living with a mental health diagnosis.
NYSARC Trust Services representatives have always been very professional and wonderful people to work with. They are doing great work with helping people in need.
Yours is the golden standard by which all agencies should be measured.
The quality of service offered by NYSARC Trust Services is unparalleled.