Trusts

Community Fund Ohio offers two types of Pooled Special Needs Trusts: the Master Trust and the Pooled Medicaid Payback Trust. Both types are used to protect and deliver funds for people with disabilities. 

The type of Trust utilized will depend on the source of the funds to be transferred to the Trust.  Are the funds owned by or available to the Beneficiary? Then it is likely the Beneficiary requires a Pooled Medicaid Payback Trust. Are the funds owned by someone other than the Beneficiary and have not been distributed to the Beneficiary? Then a Master Trust may be appropriate.  

Community Fund Ohio cannot determine which Trust is needed; instead, a special needs or elder law attorney should be consulted.

We maintain a separate account for each beneficiary and the funds are only “pooled” for investment purposes.