Plan for your child's future today, fund it tomorrow.
Special Needs Trusts make sure your child with disabilities will be taken care of in the future, but setting one up can feel daunting and expensive. Our Future Funded Trusts can help.
Affordable
Inactive future funded trusts can be established with as little as $200 in assets, plus a one-time enrollment fee of $600.
Feasible
The money that funds the trust in the future comes from easy places that make sense: like a life insurance policy, sale of a home, or your estate or pension.
Flexible
Siblings can have an important liaison role as a beneficiary advocate, but don't have to take on legal or financial responsibilities they don't want.
Prudent
A pre-existing trust as part of your estate plan will save your family money, trouble, and help avoid costly Medi-Cal payback.
“I can keep the benefits that I have, and do the work I do, and know that – beyond a shadow of a doubt – my money is safe. It’s well protected and so am I.”
– Greg
Learn More
Send us a message to find out more about how we can help, or sign up to attend a free JLA event.
Why a special needs trust?
People with disabilities are only able to receive government benefits if they stay essentially under the poverty line – with the current SSI, Medi-Cal, and IHSS limiting each single recipient to $2,000 in countable resources. Going over this $2,000 cap can result in reduced monthly checks or loss of benefits.
If your child will someday rely on these benefits, it’s important to plan ahead now, so that an inheritance from you doesn’t leave them scrambling to save their way of life.
JLA Trust is a non-profit organization built to provide professional trust services, including budgeting and one-on-one trustee meetings, to lower – and middle-class families that desperately need it.
Don’t put it off until it’s too late — whether it’s medical needs or vacations — reach out to JLA Trust today to learn more about how we can help your famil
