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A Trust with a Heart
At Ohel’s Lifetime Care Foundation Pooled Trust, we provide more than just financial security—we offer peace of mind. With over 50 years of experience navigating local, state, and national benefits programs, Ohel ensures that older adults and individuals with disabilities can protect their financial future while accessing the essential services they need. No matter their income or wealth, participants can rest assured that their well-being is in caring, capable hands.
Why Choose a Pooled Trust?
A pooled trust allows older adults and people with disabilities to safeguard their assets while maintaining eligibility for crucial federal benefits such as Medicare and Supplemental Security Income (SSI). Managed by nonprofit organizations, these trusts ensure that deposited funds are not counted toward means-tested benefits, offering financial stability without compromising access to vital support.
This safe and legal financial tool enables participants to cover everyday expenses while ensuring long-term security. Most importantly, funds are managed by a trusted social service agency that prioritizes their best interests.
The Ohel Difference: Lifetime Care Foundation Pooled Trust
At Ohel’s Lifetime Care Foundation Pooled Trust, we go beyond financial management—we provide compassionate, dedicated support. Our trust is open to older adults and individuals with mental illness or developmental disabilities. With no minimum deposit required, participants or their family members and guardians can establish a sub-account with ease.
What sets us apart?
- Flat Annual Fee – No percentage-based charges, ensuring fairness and transparency.
- Dedicated Case Managers – Personalized guidance throughout the trust process.
- Seamless Integration with Ohel Services – A holistic approach to financial and personal well-being.
Why Trust Ohel?
Navigating social services and financial planning can be overwhelming—but you don’t have to do it alone. By choosing Ohel’s Lifetime Care Foundation Pooled Trust, participants gain access to a comprehensive network of social services designed to support every aspect of their lives.