Pooled Trusts
Pooled trust applications, procedure review with trustee/submission of trust, strategies to maximize utilization of funds & supporting docs to HRA for review and approval
A Pooled Trust protects surplus income over the Medicaid Income Allowance for individuals or couples so the surplus can be used toward shelter expenses rather than paid to Medicaid every month. We (a) notarize, complete and submit the Pooled Trust Application, (b) provide an in-office consultation upon approval to guide utilization of the trust and, most importantly, (c) submit the approved Trust and supporting documents to Medicaid for their review and approval, resulting in a zero spend-down.