This in-depth training outline (updated January 2018) covers how Supplemental Needs Trusts work (both individual and pooled). Explains how they affect eligibility for SSI, Medicaid, and many different public benefits. The 2018 edition includes:
The Pooled Trust Notification Law enacted in December 2017!
Other information about Pooled Income Trusts -
State forms for proving disability (updated 2012), as needed for approval of a Supplemental Needs Trust, can be downloaded in this article
NYSARC and other pooled trusts periodically revise their joinder agreements, fees and procedures. Check out the websites for these trusts to find the latest forms. Links to most pooled trust websites, along with basic information about the trusts, are in this article.
Watch this taped seminar by David Silva, Asst. Director of the Evelyn Frank Legal Resources Program, explaining pooled trusts. (July 16, 2013 - procedures have not changed in any substantial way as of 3/2015)