Individuals living with a disability who receive
funds through an inheritance, social security back
payment or personal injury settlement should consider
• Does the Beneficiary depend on SSI and
Medicaid now or will there be a need in
• Due to the nature of the disability, will the
Beneficiary need a Trust Administrator?
The receipt of funds will disqualify the recipient
from receiving entitlement benefits (because of a
$2,000 limit as of 2010) such as SSI and Medicaid.
Once benefits are lost, the funds will be used to
pay expenses paid for by SSI and Medicaid. Having a
Pooled Disability Trust will not jeopardize these