Advocates and Guardians for the Elderly and Disabled

Address

1024 Florida Central Parkway
Longwood, FL 32750

(407) 682-4111

http://www.trustaged.org

AKA:

AGED Trust

Description:

Provides an AGED Special Needs Pooled Trust. This is an effective tool for seniors and / or disabled individuals, allowing them to place income and / or assets that are over government benefit limit requirements into the trust, so that they can qualify for much needed government benefits.

Hours:

Monday-Friday / 9 am-5 pm

Is Shelter?

No

Related Resource

Date of Official Change:

March 19, 2024

Address Listings

Physical (Primary)

1024 Florida Central Parkway
Longwood, FL 32750

Mailing

1024 Florida Central Pkwy
Longwood, FL 32750

Contacts

Contact

Primary Contact

info@trustaged.org

Phone Numbers

MAIN SITE PHONE

(407) 682-4111

Fax

(407) 682-5511

Toll-Free Phone

(888) 277-1826

Description

Provides an AGED Special Needs Pooled Trust. This is an effective tool for seniors and / or disabled individuals, allowing them to place income and / or assets that are over government benefit limit requirements into the trust, so that they can qualify for much needed government benefits.

Hours

Monday-Friday / 9 am-5 pm

Required Documents

Joinder agreement and Fee agreement from AGED website. ID, POA, if applicable.

Eligibility

Seniors and / or disabled individuals 65 and older, who need assistance qualifying for government benefits. Disabled children and adults under 65 who need to protect their government benefits. Individuals inheriting money who need to preserve their government benefits.

Fees

Varies, depending on the size and type of trust. See website for details.

Intake Procedure

By phone or in person by appointment. Complimentary assessments. Referrals to attorneys may be appropriate for certain situations.

Languages

English.

Service Area

Florida

Geography Served

    If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

  • Florida

    Telephone Numbers

    Number:
    407-682-5511
    Type:
    Service Fax
    Name:
    Fax
    Number:
    407-682-4111
    Type:
    Service Phone
    Name:
    MAIN SITE PHONE
    Number:
    888-277-1826
    Type:
    Toll-Free
    Name:
    Toll-Free Phone
    Edit Service DetailsClick here to see this service (FT-2450) and related services within the Service Tree.

    Description

    Provides an AGED Special Needs Pooled Trust. This is an effective tool for seniors and / or disabled individuals, allowing them to place income and / or assets that are over government benefit limit requirements into the trust, so that they can qualify for much needed government benefits.

    Hours

    Monday-Friday / 9 am-5 pm

    Required Documents

    Joinder agreement and Fee agreement from AGED website. ID, POA, if applicable.

    Eligibility

    Seniors and / or disabled individuals 65 and older, who need assistance qualifying for government benefits. Disabled children and adults under 65 who need to protect their government benefits. Individuals inheriting money who need to preserve their government benefits.

    Fees

    Varies, depending on the size and type of trust. See website for details.

    Intake Procedure

    By phone or in person by appointment. Complimentary assessments. Referrals to attorneys may be appropriate for certain stiuations.

    Languages

    English.

    Service Area

    Florida

    Geography Served

      If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

    • Florida

      Contact

      Name:
      Contact
      Email:
      info@trustaged.org

      Telephone Numbers

      Number:
      407-682-5511
      Type:
      Service Fax
      Name:
      Fax
      Number:
      407-682-4111
      Type:
      Service Phone
      Name:
      MAIN SITE PHONE
      Number:
      888-277-1826
      Type:
      Toll-Free
      Name:
      Toll-Free Phone
      Edit Service DetailsClick here to see this service (FT-2700.4400) and related services within the Service Tree.

      Description

      Provides an AGED Special Needs Pooled Trust. This is an effective tool for seniors and / or disabled individuals, allowing them to place income and / or assets that are over government benefit limit requirements into the trust, so that they can qualify for much needed government benefits.

      Hours

      Monday-Friday / 9 am-5 pm

      Required Documents

      Joinder agreement and Fee agreement from AGED website. ID, POA, if applicable.

      Eligibility

      Seniors and / or disabled individuals 65 and older, who need assistance qualifying for government benefits. Disabled children and adults under 65 who need to protect their government benefits. Individuals inheriting money who need to preserve their government benefits.

      Fees

      Varies, depending on the size and type of trust. See website for details.

      Intake Procedure

      By phone or in person by appointment. Complimentary assessments. Referrals to attorneys may be appropriate for certain stiuations.

      Languages

      English.

      Service Area

      Florida

      Geography Served

        If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

      • Florida

        Telephone Numbers

        Number:
        407-682-5511
        Type:
        Service Fax
        Name:
        Fax
        Number:
        407-682-4111
        Type:
        Service Phone
        Name:
        MAIN SITE PHONE
        Number:
        888-277-1826
        Type:
        Toll-Free
        Name:
        Toll-Free Phone
        Edit Service DetailsClick here to see this service (LH-4000.5000) and related services within the Service Tree.

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