Since 2004 Shared Horizons' Pooled Special Needs Trust options
have helped over 800 people maintain a quality of life that otherwise would not be available to them while receiving or applying for means-tested public benefits like Supplemental Security Income (SSI) and Medicaid. We have accepted over $35 million in deposits since inception, and are currently assisting 550 people with disabilities residing in the Capital Region.
Why people use Shared Horizons' POOLED SPECIAL NEEDS TRUST services?
- We are local - we believe Trust management is a personalized service. To effectively manage each sub-account, the Trustee must have knowledge of the beneficiary's needs,their lifestyle, and available agencies when approving requests. Consequently, we believe this level of service can only be achieved with a local office & staff.
- Our trust services are cost-effective, easy to establish and user-friendly.
- We are person-centered. All Quality of Life Plans and budgets are personalized to address the needs of each person.
- We have a professional Board compliment.
- Our staff are seasoned professionals with a combined 125 years of social service experience. We understand people, disabilities, and systems.
- No maximum or minimum limits for deposits - whether you've secured $2,000,000 or $10,000 on behalf of your client, we can assist.
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