EQUITY e-newsletter: April 2006

Pooled Special Needs Trusts: Opportunities & Challenges

Pooled Special Needs Trusts: Preserving the Assets of People with Disabilities

Stephen W. Dale, Esq., recognizes that opportunities for people with disabilities to build assets are extremely limited. Here, Dale clearly defines the different types of Special Needs Trusts, who could benefit by a Pooled Trust account, and a few tips on how to choose a qualified non-profit organization managing a Pooled Trust.

Shared Horizons, Inc.: A Pooled Special Needs Trust Enhancing the Lives of People with Disabilities

Yolanda Mazyck, Shared Horizons Inc. Executive Director, manages the Pooled Special Needs Trust that serves Washington, D.C. residents. See how Shared Horizons is currently helping over 50 individuals with limited assets preserve, invest, and build for their futures.

The Power of Assets

Dave may have started out as the typical daredevil-turned-quadriplegic, but because of Enhanced Life Options and his Special Needs Trust he has become a mature, hard-working businessman that thoroughly enjoys life.

Special Needs Trusts: Problems and Solutions

While Special Needs Trusts can neither be considered a positive step towards self-direction or independent living, they are currently one of the only options that people with disabilities have to retain or build assets. Pooled Trusts may be a way to solve some of the problems.

EQUITY Responds: Answers to common questions received from either the Asset Building Community or the Disability Community

I administer a Pooled Special Needs Trust and I understand that last year the Social Security Administration made some changes to Supplemental Security Income (SSI) that affect Special Needs Trusts. What were the changes?