Protect SSI & Medicaid With a Pooled Special Needs Trust
Received an inheritance, settlement, back payment, or other unexpected funds?
You may be at risk of losing SSI or Medicaid.
A Pooled Special Needs Trust from CFPD helps you keep your benefits while using the funds to improve your quality of life.
Set aside money safely, without losing benefits. Simple and affordable.
Ready to Protect Your Benefits? Contact us now.
The Problem
Extra Money Can Affect Benefits
- SSI and Medicaid have strict asset limits
- Inheritances, settlements, and unexpected funds can disqualify eligibility
- Many people don’t realize this until it’s too late
The Solution
A Pooled Trust Keeps You Protected
- Maintains SSI & Medicaid eligibility
- Funds are used for quality-of-life needs
- Managed by a Colorado-based nonprofit
Who It's For
- Individuals receiving a settlement or inheritance
- Anyone over benefit program asset limits
- Families planning ahead
- Attorneys or case managers
Types of Trusts
The right type depends on whose money is being used:
First-Party Pooled Trust
- Funded with the beneficiary’s own money
- Common sources:
- Settlements
- Back payments
- Direct inheritances
- Helps maintain SSI/Medicaid eligibility
Third-Party Pooled Trust
- Funded by family members or others
- Used for future planning
- Remaining funds go to family or chosen beneficiaries
