lifesworctrust.org
Life's Worc: Self-Settled Pooled Trust
http://www.lifesworctrust.org/self-settled-pooled-trusts.php
Third Party Pooled Trust. Third Party Pooled Trust. The Life's WORC Self-Settled Pooled Trust. The Life's WORC Self-Settled Pooled Trust enables a person with disabilities, a traumatic brain injury or autism (or their guardians) to ensure that any personal injury award, inheritance or social security settlement the individual receives is used to enrich their lives. Protects government entitlements. Trust assets are intended to supplement and not replace government benefits programs such as Medicaid a...
lifesworctrust.org
Life's Worc: FAQs
http://www.lifesworctrust.org/frequently-asked-questions.php?p=5a
Third Party Pooled Trust. Third Party Pooled Trust. About Life's WORC Self-Settled and Third-Party Pooled Trusts. Does Life's WORC need to be named Guardian of the beneficiary in order to use the Life's WORC Trust? If a gift is made to the Life's WORC Trust, can additional money or property be added at a later time? Who can contribute to the Life's WORC Trust on behalf of a Trust beneficiary? What is the minimum opening deposit to setup an account under the Life's WORC Self-Settled Trust? Yes, tax exempt...
lifesworctrust.org
Life's Worc: Self-Settled Pooled Trust Documents
http://www.lifesworctrust.org/self-settled-pooled-trust-documents.php?p=4a
Third Party Pooled Trust. Third Party Pooled Trust. SELF-SETTLED POOLED TRUST DOCUMENTS. Third Party Pooled Trust Documents. Surplus Income Trust Documents. Third Party Pooled Trust. Third Party Pooled Trust. Send us an email.
lifesworctrust.org
Life's Worc: Surplus Income Trust
http://www.lifesworctrust.org/surplus-income-trust.php
Third Party Pooled Trust. Third Party Pooled Trust. The Life's WORC Surplus Income Trust. The Surplus income Trust:. Is open to qualified individuals with disabilities. Only individuals who meet the criteria defined in Social Security Law Section 1614(a)(3)[42USC 1382c(a)(3)] are eligible to establish a Life's WORC Surplus Income trust sub account. Uses excess income to pay living expenses. Benefits others, too. Want to know more? Ready to join the Trust? Review these Trust Documents. Send us an email.
lifesworctrust.org
Life's Worc: Compare Pooled Trusts
http://www.lifesworctrust.org/compare-pooled-trusts.php?p=3a
Third Party Pooled Trust. Third Party Pooled Trust. Find the Life's WORC Pooled Trust That's Right for Your Family. Life's WORC offers a family of Pooled Trusts to meet specific needs: a Self-Settled Pooled Trust, a Third-Party Pooled Trust and a Surplus Income Trust. To find the right one for your family, take a look at the chart below. Individual with disabilities. Guardian or Court. Individual with disabilities. Guardian or Court. Anyone other than the Individual with disabilities. 20K - $50K : $1,000;.
lifesworctrust.org
Life's Worc: Financial Regulations
http://www.lifesworctrust.org/financial-regulations.php?p=5c
Third Party Pooled Trust. Third Party Pooled Trust. New York State Estates, Powers and Trusts Laws, ("EPTL") 7-1.12. Social Security Law Section 1614(a)(3) [42 USC Â 1382c(a)(3)]. The Omnibus Budget Reconciliation Act of 1993. New York State Office for People With Disabilities (OPWDD). Third Party Pooled Trust. Third Party Pooled Trust. Send us an email.
lifesworctrust.org
Life's Worc: Third Party Pooled Trust Documents
http://www.lifesworctrust.org/third-party-pooled-trust-documents.php?p=4b
Third Party Pooled Trust. Third Party Pooled Trust. THIRD PARTY POOLED TRUST DOCUMENTS. Self-Settled Pooled Trust Documents. Surplus Income Trust Documents. Third Party Pooled Trust. Third Party Pooled Trust. Send us an email.
lifesworctrust.org
Life's Worc: Self-Settled Pooled Trust
http://www.lifesworctrust.org/self-settled-pooled-trust.php?p=3b
Third Party Pooled Trust. Third Party Pooled Trust. The Life's WORC Self-Settled Pooled Trust. The Life's WORC Self-Settled Pooled Trust enables a person with disabilities, a traumatic brain injury or autism (or their guardians) to ensure that any personal injury award, inheritance or social security settlement the individual receives is used to enrich their lives. Protects government entitlements. Trust assets are intended to supplement and not replace government benefits programs such as Medicaid a...
lifesworctrust.org
Life's Worc: Surplus Income Trust Documents
http://www.lifesworctrust.org/surplus-income-trust-documents.php?p=4c
Third Party Pooled Trust. Third Party Pooled Trust. SURPLUS INCOME TRUST DOCUMENTS. Self-Settled Pooled Trust Documents. Third Party Pooled Trust Documents. Third Party Pooled Trust. Third Party Pooled Trust. Send us an email.
