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The WNY Coalition Pooled Trust is a collaboration between People Inc., Center for Elder Law & Justice and Key Bank. It has been in existence since 2004, serving hundreds of beneficiaries.

What is a Pooled Trust?
A pooled trust is a type of Supplemental Needs Trust (SNT) intended to help people with disabilities maintain Medicaid eligibility or Social Security by depositing their income or a lump sum into the trust.

The money deposited can be used to pay bills and expenses (with some limitations); all while not jeopardizing Medicaid or other Social Security Benefits.

Why consider the WNY Coalition Pooled Trust?

  • Simple and quick process; lower fees than most
  • Local and well-established, providing personalized attention
  • The WNY Coalition is Medicaid approved
  • The opportunity to leave a legacy and provide for the future security of People Inc. by designating the People Inc. Foundation as a beneficiary of the trust remainderment

Let us show you how OUR Pooled Trust can protect the financial future of your loved one with special needs and you. For more information, email info@wnypooledtrust.org, go to WNYPooledTrust.org or call 716.817.7484 or 1.866.362.5081.

 

1219 North Forest Road | P.O. Box 9033 | Williamsville, New York 14231
Phone: 716.817.7400 | Toll Free NY 1.888.7PEOPLE | Fax: 716.634.3889

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