65+ Over Trust

This trust is available for individuals with disabling conditions over the age of 65. 

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Under 65 Trust

This trust is available for individuals with disabling conditions under the age of 65. The purpose of the trust is to protect individual’s Supplemental Security Income or Medicaid benefits.

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Third Party Trust

Our Friends and Family Trust is a useful tool for families with children of any age who have disabling conditions. This trust is funded by assets from someone other than the beneficiary.

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Contact Us

Phone: (716) 853-3087 ext. 227 | Fax: (716) 856-5317

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GENERAL INFORMATION

A supplemental needs trust (or SNT) is a tool that can be used to enhance the quality of life for individuals with disabling conditions. The trust can be used to purchase additional items and services not adequately covered by governmental benefits. The SNT must be used for the benefit of an individual with disabling conditions and the expenditures made on behalf of that person should supplement, not replace their government benefits. The Western New York Coalition is a specific type of trust called a Pooled Trust. Beneficiaries pool their money together to take advantage of better investment opportunities. There are three types of trusts in the Western New York Coalition: the Self-Funded Trust for individuals under the age of 65, the Self-Funded Trust for individuals over the age of 65, and the Friends and Family Trust..

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Put Your Trust In Us!

Information For Attorneys

Information for attorneys on the types of trusts, terminology, laws and regulations, resources and setting up a trust. 

 

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Under 65 Trust

This trust is available for individuals with disabling conditions under the age of 65. The purpose of the trust is to protect individuals' Supplemental Security Income or Medicaid benefits.  
 

 

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65+ Over Trust

This trust is available for individuals with disabling conditions over the age of 65. Long term Medicaid Regulations apply. Individuals may deposit excess monthly income for Medicaid eligibility purposes or lump sum.​

 

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Third Party Trust

Our Friends and Family Trust is a useful tool for families with children of any age who have disabling conditions. This trust is funded by assets from someone other than the beneficiary. 
 

 

LEARN MORE »








716.853.3087 Ext. 227