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A Pooled Special Needs Trust is an essential financial planning tool for people with disabilities who need to preserve their eligibility for means-tested government benefit programs, such as Supplemental Security Income (SSI) and/or Medicaid.
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These vital programs can make dramatic improvements to a person’s quality of life, while the funds in a trust can pay for life-enhancing and supplemental needs that a person’s benefits do not provide.
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Families who establish a Third Party Pooled Special Needs Trust with GCT of BDI receive personalized service from a professionally trained non-profit organization and a professional financial investment firm to manage trust investments.