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TRUST OPTIONS Self Settled Individual Payback Trust/Self Settled Pooled
Payback Trust These trusts are available to families
of individuals with disabilities to permit them to use assets of the individual or the individual’s spouse to supplement
services while maintaining or becoming eligible for state and federal benefits or entitlements. Funds remaining in these trusts
at the death of an individual that are not retained by the Trust, will be paid to the State up to an amount equal to the total
medical assistance paid on behalf of the individual. Third Party Individual Trust/Third Party Pooled Trust These trusts are available to families of individuals to utilize family assets to supplement
current state and federal benefits by providing additional services without jeopardizing benefits or entitlements. Tandem Trust This option combines the families ability to benefit from both the Self Settled and
Third Party Pooled Trust while privately holding and controlling their own supplemental needs trust. Unfunded Trust This option allows a family to establish a trust without immediate funding.
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DayOne Reliance Incorporated * Geneva * IL * Copyright 2008 All Rights Reserved
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