Protecting Your Family

Secure the future for your special needs child. Pooled special needs trusts preserve the assets of people with disabilities.
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NonProfit Pooled Trust

The creation of the NonProfit Pooled Trust is an extension of the charitable works done by the Ohio Charity Foundation and other activities on behalf of the the mentally disabled, the disabled due to old age, a debilitating disease, otherwise physically disabled, and other similarly disabled persons in our community.
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About

The Nonprofit Pooled Trust offers significant value to Beneficiaries by protecting their public benefits, while pooling investments for future use.
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Service Areas

Nonprofit Pooled Trust is an organization with the ability to assist families with special needs across the country. Learn how to protect your future with a pooled trust in your state.
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Welcome to NonProfit Pooled Trust

The NonProfit Pooled Trust is a special type of trust that allows someone to become financially eligible for public assistance benefits while preserving their resources in trust for supplemental needs. The benefits of joining a pooled trust is that beneficiaries can receive the public benefits that meet their basic needs while maintaining a supplemental fund that is available to meet their special or supplemental needs which are not provided by public benefits.

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Who can benefit from the NonProfit Pooled Trust?

  • Elderly persons who have become infirm
  • Nursing home residents or son-to-be nursing home residents
  • Recipients of government benefit programs
  • Applicants for government benefit programs
  • Recipients of personal injury settlements who need to apply for, or protect, government benefits

What are the basic requirements for joining the Trust?

  • The beneficiary must be disabled as defined by law. For purposes of the Trust, "disabled" typically includes age-related infirmities.
  • The assets going into the beneficiary's Trust account must belong to the individual beneficiary.
  • The Trust account may only be established by a parent, a grandparent, the individual beneficiary, a legal guardian, or by a Court.
  • Each Trust account must be established solely for the benefit of the individual beneficiary.

How can funds be used?

  • Geriatric Care Services
  • Supplemental Nursing Care
  • Differentials in housing costs between shared and private rooms in institutional settings
  • Medical procedures not provided through government assistance
  • Travel Expenses
  • Entertainment
  • Guardian Fees
  • Attorneys Fees
  • Any other expense not provided by government assistance programs
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News


May 23, 2011
Appealing the Pooled Trust Ruling for those over 65 Read More
March 12, 2011
What Is A Pooled Trust and How Does It Protect My Family Member? Read More
March 12, 2011
Pooled Trust Basics Read More