If your agency experiences “spend down” in client accounts (typically accounts at a level of $2,000 or more), adopting Arlington’s Prototype Agreement to establish a Special Needs Pooled Trust can eliminate the problem and aid in financial planning that truly benefits the client and adds to quality of life.  Also, cash or other assets that accumulate in the client’s account over time can be placed in the Special Needs Pooled Trust without worrying about violating Supplemental Security Income or other government benefit programs. 

Arlington’s Special Needs Pooled Pooled Trust preserves government benefit eligibility while sheltering funds for the client’s daily living expenses not covered by government benefits. 

The funds may be distributed from the Special Needs Pooled Trust for items
not covered by government programs.  The distribution can be used for the supplement needs of the person that go beyond food, shelter, clothing and the medical supports and services of Medicaid.  The Special Needs Pooled Trust can be used for various expenditures (but is not limited to) such as the following:       
  • Out-of-pocket medical and dental expenses                                
  • Annual independent checkups        
  • Transportation                                                                                 
  • Computer or electronic equipment                 
  • Goods and services that add to quality of life           
  • Athletic training or competitions           
  • Personal care attendant or escort          
  • Insurance           
  • Rehabilitation