Pooled Income Trusts

Most people think they can't qualify for Medicaid.

I can show you how.

In order to qualify for Medicaid, you must meet both the medical and financial criteria. The financial criteria includes strict rules for one's assets and income, which I will explain. Establishing a Pooled Income Trust is the best way to qualify for community Medicaid when your income does not meet these strict guidelines. If your monthly income is above a determined amount, then you may have surplus income.

A pooled income trust is the best and most efficient way for people with a monthly surplus to remain qualified for Medicaid, without affecting eligibility for other government services. Monthly deposits of the surplus amount into the trust ensures that you will be automatically eligible for Medicaid.

Live How You Want

Having a Trust in place allows you to have the quality of life that you deserve, and allows you to live in your own home and pay your bills as you normally would.

When you or a loved one is in need of long term care, numerous challenges can be expected. The added stress of these challenges, in conjunction with the Medicaid application process, can become extremely overwhelming.

My guidance and expertise will make the process smooth and comforting.

Contact And Locations

I welcome you to contact me to discuss your needs.

Westchester County, NY | Bronx County, NY | Lower Connecticut



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