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Life’s Plan Inc. now offers Individual Trust Management services (more)

OBRA D4C TRUST
Why Special Needs Trusts?

People who receive SSI, Medicaid and other State Benefits have limitations in the amount of assets they can hold. Special Needs Trusts are an exception to the rules that normally apply to trusts. Normally a trust is considered an available asset whenever someone applies for means tested public assistance programs such as SSI or Medicaid.

A properly drafted and administered special needs trust will not be counted as an available asset, and trust disbursements will not be counted as income under the rules that apply to SSI and Medicaid.

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Protect Your Loved One with a Special Needs Trust in Illinois

Life's Plan, Inc. assists families in addressing the very difficult and universal question: "Who will care for my family member when I a m gone?"

For over 25 years, Life's Plan has assisted people with disabilities and their families.
Our services include:

  • Drafting trust agreements that meet Social Security requirements
  • Coordinating care services for individuals
  • Administering a pooled special needs trust in Chicago
  • Offering charitable grants for individuals with disabilities

We take pride in our trust services. You can rely on our legal, long-term care solutions and professional trust management.

Why Choose a Pooled Trust?

Using a pooled trust provides your family with financial peace of mind.  You'll know your loved one with a disability has a long -term, high-quality care plan in place-a plan that does not infringe on public benefit programs.

A pooled special needs trust is an excellent way for families and individuals to plan ahead. It ensures public benefits will continue for the lifetime of a person with a disability but creates a legal option for buying supplemental supports and comforts.

Life's Plan, Inc. manages different types of special needs trusts, such as a 3rd-party trust or a self-funded pooled payback trust (also known as an OBRA D4C Trust). Chicago residents and other Illinois residents can rest easy knowing they are part of a Medic aid-qualified trust through Life's Plan, Inc.

Joining a Pooled Trust

To help you understand the process of transitioning to a pooled trust, we've compiled these resources:

Rely on Life's Plan, Inc. as you make important estate planning decisions for someone with a disability. To create a trust for your lov ed one, call 630-628-7189 today or contact us here.

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