Help clients keep money without losing government benefits
After decades of working with Medicaid and SSI recipients, we found a solution that allows clients to use their money without losing government benefits.
Our pooled account trusts, which are allowed under Medicaid, are the most cost-efficient and easiest to use. With sophisticated software systems and trained staff members, we help you and your clients transfer assets, maintain benefits and expedite payments. It is a win-win solution for everyone involved.