Pooled & Special Needs Trust
Address
5841 Corporate Way, Suite 200
West Palm Beach, FL 33407
(561) 684-1991
Description:
Provide individuals who meet the definition of disabled, under the rules of Social Security, to place their income and assets that are over the government benefit limit requirements for Medicaid & Supplemental Security income into a trust, so they can qualify for benefits.
Hours:
Monday-Friday / 9 am-5 pm
Is Shelter?
No
Date of Official Change:
May 16, 2023
Address Listings
Physical (Primary)
5841 Corporate Way, Suite 200
West Palm Beach, FL 33407
Mailing
5841 Corporate Way, Ste 200
West Palm Beach, FL 33407
Contacts
Marc Hopin
Michael Schrader
Guardianship Bookkeeper
Phone Numbers
MAIN SITE PHONE
(561) 684-1991
Services
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Special Notes/Funding
Pooled & Special Needs Trust
Description
The Pooled Trust allows seniors and/or disabled individuals who meet the definition of disabled under the rules of Social Security to place their income and assets that are over the government limit requirements for Medicaid and Supplemental Security Income, into the trust. Trust beneficiaries can enjoy better housing, therapies, durable medical equipment, travel, recreation, and the like based on a customized and continuously updated life care plan.
Hours
Monday-Friday / 9 am -5 pm
Required Documents
Contact the intake department by phone.
Eligibility
Seniors or disabled individuals who need to protect their government benefits.
Fees
Contact the intake department by phone.
Intake Procedure
Contact the intake department by phone.
Languages
English
Service Area
Florida
Geography Served
- Florida
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Telephone Numbers
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