Flexible Pooled Trust Options

Life’s WORC offers a choice of Pooled Trusts so you’re sure to find the one that’s best for your loved one.

Self Settled Trust

Protects the proceeds received from personal injury awards, inheritances or Social Security settlements, making funds available for medical expenses not covered by Medicaid or other insurance.

Self-Settled Trust

Self Settled Trust

Third Party Trust

Funded by family members, guardians and others, this trust puts aside assets for a loved one with a disability—without jeopardizing Medicaid or SSI benefits.

Third Party Trust

Third Party Trust

Surplus Income Trust

Allows a person with excess income to deposit their monthly amount over the allowable income limit into the trust to pay for monthly living expenses, instead of paying it to Medicaid.

Surplus Income Trust

Surplus Income Trust

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