News & Testimonials

News, updates and success stories from Life's WORC Trust Services.

Guardianship and Estate Planning Seminar

Guardianship and Estate Planning – What do you need to know Thursday November 29, 2018 6-7:30pm Life’s WORC Trust Services 1501 Franklin Avenue Mineola, NY 11501 Register to attend at: Plinnemann@lifesworc.org Light refreshments will be provided.   As your child ages how do you prepare for their changing needs?  Guardianship decisions and planning for their financial future are paramount concerns.  With a … Read More

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Life’s WORC Trust Services Is An Exhibitor at the Elder Law and Special Needs Section Fall Meeting

Life’s WORC Trust Services is proud to support the Elder Law and Special Needs Section of the New York State Bar Association as an Exhibitor at their fall meeting.   At the meeting we were able to share information about our trust services; including our credit card program for suitable clients, electronic bill pay for utilities, Successor Trustee Services for Individual … Read More

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Employee Spotlight: Paulette Elbers

Life’s WORC Trust Services is led by Paulette Elbers, the Trust Administrator. Paulette is not just the Trust Administrator but she is also the Director of Entitlements at Life’s WORC. Paulette has 25 years of experience working with people with disabilities, first as a mental health counselor in the field for 10 years, with her last 15 years here at Life’s WORC.  In her … Read More

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Successor Trustee Services at Life’s WORC

How do you decide who should be a successor trustee? You should prudently consider the skills needed to be a successful trustee before assigning one. Managing a trust can be a complex task. You need to consider the needs of the beneficiary along with the desire to preserve capital for the future. A Successor Trustee is the person who assumes control of a … Read More

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Trust Tip: Managing Surplus Income

For your clients receiving Medicaid Home Care Services, we can provide a solution for their excess income, which can make a difference in their quality of life. Utilizing a Life’s WORC Surplus Income Trust allows aging adults to deposit their monthly surplus into a trust so they can still use the funds for living expenses as opposed to paying it to Medicaid. … Read More

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Did you know? ABLE Accounts for Disabled People

ABLE Accounts are savings accounts for people with disabilities and their families. The money accumulated in ABLE Accounts can be used to pay for qualified disability expenses. Most people with significant disabilities rely on Medicaid and or Social Security benefits. Maintaining eligibility for these benefits has limited a disabled person’s ability to save money for the future. ABLE Accounts are hoped to enable … Read More

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Planning Ahead – Special Presentation for Parents

On Monday June 4, Paulette Elbers, from Life’s WORC Trust Services, along with Nicky Faranda, Senior Director of Community Services at Life’s WORC, partnered to give an informative presentation to the Mineola School District. The topics discussed were trusts, financial planning, benefits and entitlement programs, and services that are available when special-needs students age out of school.  There was an … Read More

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Social Security Income POMS Clarification

May 2018 Social Security has released new clarification to the POMS or PROGRAM OPERATIONS MANUAL SYSTEM for Social Security Income. These clarifications attempt to provide additional guidance to trust administrators, in particular regarding the resource status for trusts established with the assets of an individual on or after 01/01/00 and it clarifies the three exceptions to the sole benefit rule … Read More

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Annual GDGC Caregiver Conference

On April 25, 2015, Life’s WORC Trust Department sponsored and attended The 5th Annual GDGC Caregiver Conference on Embracing Aging on Long Island , presented by Genser, Dubrow, Genser & Cona Elder Law Counselors. Paulette Elbers, Trust Administrator, and Pamela Linnemann, Esq. were on hand to answer the communities questions about trusts. Most of the caregivers in attendance were interested in learning more about our Surplus Income Trust.  A … Read More

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Special Seminar: Financial Planning for Your Child with Special Needs

As a parent or caregiver, you know well the ins and outs of supporting a child or loved one with special needs – including the expense of providing and maintaining the services and supports they rely on. But what happens when you are no longer here? By having a solid financial plan in place, you can be comforted, knowing that … Read More

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