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To be eligible for Supplemental Security Income (SSI), Medicaid, or In-home support services (IHSS), you cannot have assets in your name that are valued at more than $2,0001. If you have assets that exceed this limit, more than $2,000 dollars in most states, you may need a Special Needs Trust to protect ongoing eligibility for…

There are some items the Social Security Administration (SSA) considers exempt resources/assets. You are probably wondering, “What does that mean.” Such items are not counted against the $2,000 asset limit for individuals and the $3,000 asset limit for couples (Except California), are not counted in determining eligibility, and if a beneficiary has such items, will…

Great news, we no longer charge additional annual administration fees for MSA’s held in our Special Needs Trusts.  www.cptinstitute.org  MSA funds are a countable resource for Supplemental Security Income (SSI) purposes. We are excited to offer a MSA Special Needs Trust without ongoing trustee fees. Just pay a one-time setup fee of $3,000 and no further fees shall…