Pool Trusts: An Asset Preservation Strategy for Our Elder and Disabled Clients
Date: Thursday, October 18, 2018
Time: 8:30am - 9:30am
Location: The Residence at Five Corners, 678 Depot St., North Easton, MA
Speaker: Deborah Blum-Shore, Esq. and Jennifer Sweet, Trust Administrator
POOLED TRUSTS: AN ASSET PRESERVATION STRATEGY FOR OUR ELDER AND DISABLED CLIENTS
Presentation will discuss first party supplemental needs trusts as a concept, will explain how pooled trusts in particular can be used to preserve eligibility for asset-based government benefits such as SSI and MassHealth, and will cover the harmful rule changes proposed by MassHealth and legislative efforts designed to trump those proposed changes. The presentation will also discuss advocacy efforts we all can do to help protect planning tool for MA seniors. Using The Arc of Bristol County Pooled Trust as an example, the presentation will explain how a pooled trust works, how cases are administered during the lifetime of a beneficiary, and what happens when the beneficiary dies.
Presenters: Deborah Blum-Shore, Esq. of The Shore Law Firm, and Jennifer Sweet, Trust Administrator, of The Arc of Bristol County Pooled Trust
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