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The SMB Special Needs Pooled Trust

The SMB Special Needs Pooled Trust protects and preserves lump sum distributions received by: SSI-qualified disabled individuals under 65 years, Medi-Cal-qualified seniors over 65 years old, and SSDI-qualified disabled individuals who also receive general assistance Medi-Cal.

Pooled Trust Graphic

By joining the trust an individual can keep existing benefits while retaining access to their money for supplemental needs.

The SMB Special Needs Pooled Trust … 

VIEW: A FAQ definition of "Supplemental Needs"
VIEW: A thorough FAQ description of the "Special Needs Pooled Trust"

 

CALL TODAY TO FIND OUT HOW the Trust can preserve your distribution:

888.789.45.89

TO BEGIN THE JOINDER PROCESS ONLINE

PRIVACY STATEMENT – Senior Medi-Benefits NEVER shares any private, personal information with outside parties. All correspondence and submissions are 100% confidential.

 

"A word of warm appreciation to you, for your patience and thoroughness during our recent phone conference explaining the pooled trust. You exceeded our expectations and we are very grateful." - Steve, Orange County