We Can Help Your Clients
Whether you’re an estate planner helping a family figure out how to plan ahead for their child with special needs, a social services professional trying to help a client with a disability keep an inheritance, or an attorney trying to make sure your win isn’t your client’s loss: many professionals doing their best to help run up against the $2,000 income cap SSI sets for single people.
A pooled Special Needs Trust is the best and most affordable option to help many of your clients protect their essential benefits.
Why JLA Trust?
- Federal law mandates that pooled trusts such as JLA Trust & Services be operated by nonprofits, which have the background and knowledge to help clients with disabilities, as well as a deep understanding of government benefits and services.
- With the use of Master Trust written by attorney Stuart Zimring, an elderlaw expert, the client saves money on drafting and enrolls easily, with the signing of a simple legal agreement known as a “Joinder”.
- For clients over 65 on means-tested government benefits who receive a legal settlement or inheritance, a pooled special needs trust is their only legal option. Please note that pooled trusts can only be used to maintain Home and Community-Based Medi-Cal, not skilled nursing homes.
- JLA Trust has economy of scale benefits in terms of enrollment/annual fees, administration, plus we can connect clients to in-depth case management services if it is needed.
- We serve as advocates for all of our beneficiaries with governmental agencies and services and are extremely familiar with all types of benefits in California. We also work closely with local and state agencies, plus other nonprofits and agencies services persons with disabilities.