Special Needs Trust

Those with a disability often need financial help to supplement their own earnings, or benefits received through government programs. You may help your family member now but how can you plan continued financial help into the future?

Through ARCare Trust I, family members can create an estate plan and work with ARCare to set up a Special Needs Trust. With proper estate planning, benefits will not be put at risk. This allows your family member with a disability to take full advantage of the available programs, while also having additional resources available when needs arise.

Joinder Agreement for the ARCare Trust I

Fee Schedule for the ARCare Trust 1

For many individuals with a disability, achieving and maintaining Medicaid and SSI eligibility is critical to ensure access to medical care and services without putting an undue burden on their own limited financial resources. Unfortunately, eligibility is often put at risk when the individual receives an inheritance, a legal settlement, or a lump-sum back payment from Social Security.

That's where ARCare Trust II can help. Under this option, the individual with a disability can set up his or her own trust to fund supplemental needs.

Joinder Agreement for the ARCare Trust II

Missouri, Oklahoma, Nebraska - please contact ARCare for your state specific Joinder Agreement.

Fee Schedule for the ARCare Trust II.