If you need to maintain or become eligible for Medicaid benefits but you have funds in excess of the 2022 asset limit of $16,800.00 either due to savings, a lawsuit settlement, life insurance payment or receipt of funds from another source, a Pooled Asset Trust might be the best option for you.
LIFE, Inc. offers clients the option to invest their asset trust funds. Working with a dedicated financial consultant at Signature Securities, a division of Signature Bank, clients can invest their assets to generate a return. Call us today to find out more about the pooled asset trust and the investment options available to you.
If you have any questions or need assistance with setting up your trust, please call us at 516-374-4564 Ext. 3 or email us at bills@lifetrusts.org to speak with one of our trust counselors.
Forms
Note*: If you are using Internet Explorer (IE) browser, some features in these forms may not work properly. Please use Google Chrome or Microsoft Edge browser to fill these Forms.
