Special Needs/Pooled Trusts are an option for individuals with disabilities who have assets of their own (through a settlement, inheritance, back-payment, or other means).
A Third Party Funded Trust is a type of supplemental needs trust, administered by Life Plan Trust that preserves benefit eligibility, while providing for extras (above and beyond basic support).
Individuals with disabilities or their families are able to contract with Life Plan Trust to provide services, including: visits, advocacy, assistance with money management or other consultative services.
Life Plan Trust is a private, non-profit corporation that provides future planning services through financial management and advocacy for individuals with disabilities and their families. Life Plan Trust is also able to serve as trustee for funds received through personal injury suits or other lump sums belonging to the beneficiary.
Life Plan Trust collaborates with individuals with disabilities and their families to preserve or enhance their quality of life through future financial planning, trust management services, education, and advocacy.Read More
They Trust us
Knowing that Life Plan Trust will be there for my son makes me feel at peace.
“Life Plan Trust is always extremely professional and caring. They listen to our needs and are always willing to help.”
These core values are Life Plan Trust’s guiding principles in everything we do: