What's New -> The Western New York Coalition Pooled Trusts

 

• General information
  • About
  • Funds
  • Trust Beneficiaries

 

• Questions and Answers
  1. How do I apply to join the trust?
  2. How will I know that I have been accepted?
  3. Are there fees to join?
  4. How do I make a deposit?
  5. Do I need a lawyer to join the trust?
  6. Will the trust notify Medicaid and SSI once I am accepted?
  7. Will the trust handle my personal affairs?
  8. Once I am accepted, how do I request recurring distributions?
  9. Once I am accepted, how do I request a one time distribution?
  10. Can I be reimbursed for expenses I already paid for?
  11. When can I start requesting distributions?
  12. What statements will I receive?
  13. What can my trust funds be used for?
  14. What happens to my trust funds after my death?
  15. Are contributions to the trust tax deductible?
  16. How are trust funds invested?

 

• Information for Attorneys
  • Supplemental Need Trusts in General
    • Overview
    • Rules
    • General Terminology
    • Law and Regulations
  • "Self-Settled" SNTs - Using Individual's Own Money
    • Payback Requirement
    • Disability
    • 2 Kinds of Self-Settled Trusts
    • More on Individual Trusts
    • More on Pooled Trusts
  • Third-Party Trust
    • Overview
    • More Information
    • Form of Trust
    • Extra Benefit for Parent
  • SNT as "Resource" and Expenses that may be paid by the Trust without Couting as "Income"
    • SNT as Resource
    • SNT Distributions as Income
    • Payment of Funeral and Other Expenses After Beneficiary Dies
    • Allowed Trust Expenditures - Medicare Only
    • Allowed Trust Expenditures - Client receives SSI
    • Setting Up the Trust
  • Further Important Information for Attorneys
  • Appendix - Applicable Law

 

Legal Services for the Elderly, Disabled or Disadvantaged of WNY, Inc.
237 Main Street, Buffalo, NY 14203, Telephone (716)853-3087
Last Updated: May 2009