We do the following:

  • Protect Individual Assets
  • Maintain Benefits
  • Resolve Spend Down
  • Relieve Providers of Additional Time and Costs
SN people at the gym

Services for Providers

Since 1986, we have been focused on community providers and non-profits that care for individuals with special needs.  We offer solutions for management of consumer funds that do not jeopardize benefits; that facilitate better financial planning; that save time and money for staff; and ultimately redound to the benefit of the individual in the provider's care. 

Our Provider Trust as well as our irrevocable burial trust program resolve frivolous spend-down once and for all.