The Provider Trust
Features & Benefits
The Provider Trust is an in-house special needs pooled trust that allows non-profits a cost-free solution to monitor and manage consumer funds. This trust is an essential instrument in maintaining benefits while allowing for flexible, customized long-range financial planning.
- Complete business-to-business solution for consumer funds management, bringing control and transparency to the provider as the trustee.
- This solution costs nothing to the provider.
- Arlington Heritage Group administers the trust on behalf of the provider, which includes day-to-day activity, compliance, record-keeping and staff training.
- Trust monies do not count as a resource, ensuring consumers’ eligibility for benefits.
- The Provider Trust is compliant with the Social Security Administration and Medicaid.
- Not subject to Medicaid Payback; creating a remainder account for you to support individuals in your programs.
Provider Benefits:
- Eligibility for government benefits is maintained; funds in the trust do not count as a consumer resource.
- Eliminates frivolous “spend downs” and conveniently aids in planning for the best outcomes.
- Ideal for clients who receive large sums, such as inheritance, court awards or retroactive Social Security payments.
- Superior to ABLE accounts – no contribution limits or age of disability onset constraints.
- Low cost to participate; fund balances are charged a 1.5% annual administrative fee (prorated monthly).
