- Gaudaen Offered Shareholder Status May 24, 2021
- Umphrey to Speak at 61st Annual Probate & Estate Planning Institute May 19, 2021
- Filipp to Speak at MICPA Virtual Conference May 5, 2021
- Martella is a Subject Matter Expert in Upcoming Webinar Series April 20, 2021
- Morgan D. Schut is Recipient of 2021 Golden Gavel Award February 18, 2021
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.