The trust can pay expenses that will enrich the
quality of life for the Beneficiary without
jeopardizing SSI and Medicaid benefits.
For SSI recipients the trust cannot pay for food or
shelter (e.g., room, rent, mortgage payments,
real estate property taxes, heating fuel, gas,
electricity, water, sewage, and garbage collection
services). There are some restrictions for Medicaid
For Beneficiaries who do not receive government
benefits the above restrictions do not apply.
The following are some examples of the expenses that
the trust can pay without
Devices – The trust can provide funds for
experimental therapies, prescription
and nonprescription medicines not paid for by
Medicaid, eye glasses, hearing aids, prosthetic
devices and expenses for maintenance of these
Services – The trust can provide funds for
supportive services that are not paid for
The trust can provide funds for vocational training
and educational expenses such as tuition, books,
supplies, computer and software, and training in
– The trust can provide funds for the purchase
of a car titled in the name of the Beneficiary
including insurance, gasoline, and maintenance.
Housing Items – The trust can provide funds
for payment of gardening expenses, home insulation,
home improvements such as ramps and rails to
accommodate the Beneficiary's physical condition, and
similar items of expense.
Payment requests are reviewed and approved based on
the following criteria:
• Whether benefits such as SSI and Medicaid
would be jeopardized.
• Whether the request is for the sole benefit
of the Beneficiary – CCT’s attorneys and the Social
Security Administration have
advised that the trust
funds can only be used for the Beneficiary (gifts
and tithing are restricted).
• Whether the request is prudent.
• Whether the request is consistent with the
intent of the Grantor.
Please call the CCT office at (804) 740-6930 for