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.

Our professionally managed trusts enhance people’s lives, while helping to maintain their eligibility for government benefits. Life’s WORC, a fiscally responsible and knowledgeable 501(c)3 non-profit, has more than 40 years’ experience supporting and advocating for individuals with disabilities – including seniors. As a result, you can be confident that your clients’ best interests are our interest. We have a competitive fee structure, with no limit on the number of bills that can be paid each month, and there is no annual renewal fee. We manage all of the complicated guidelines and requirements so families don’t have to, providing individuals with peace of mind and a sense of security.

We offer outstanding customer service, from our knowledgeable, professional staff, who are available to answer any questions. A trust can usually be opened within 24 to 48 hours from submission of a completed application packet.  Please contact our office 516-348-7878 for more information or to schedule an appointment.

Click here to learn more about Surplus Income Trusts.