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McGivney Pooled Special Needs Trust Website
Under current Federal law, individuals who need to qualify for or utilize government assistance benefits such as SSI (Supplemental Security Income), and Medicaid have rules for eligibility.  Assets that exceed $1,500 may be placed in a Special Needs Trust.  If the assets are not in a Special Needs Trust, the assets may be counted against recipients and result in a disqualification or denial of benefits.

In contrast to the above, Federal law created a specific exception to the rules that normally apply to Trusts.  If an individual places the assets into a (d)(4)(A) individual or a (d)(4)(C) Pooled Special Needs Trust, the assets will not be counted as an available resource, which will allow the individual to qualify for government benefits.

Therefore, trust beneficiaries can continue receiving benefits and have trust funds available for their special or supplemental needs.


Easy Trust Setup
 You can easily establish this Trust for yourself or a disabled individual.  The McGivney Special Needs Trust is a Master Trust designed to protect government benefits for the elderly and disabled of Ohio.  All you need to join this Master Trust is to have your attorney complete a "Joinder Agreement" on your behalf.




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