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).
Life Plan Trust is a public non-profit organization started jointly by The Arc of North Carolina and NAMI North Carolina in 1990.
Life Plan Trust is a public, 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 and enhance their quality of life through future financial planning, trust management services, education, and advocacy.Read More
Our vision is that people with disabilities have a secure financial future and are treated with respect and dignity throughout their lives.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: