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Pooled Trust Services

The Work Activity Center Pooled Trust is administered and managed by The Work Activity Center, INC. DBA Ability Inclusion Services, a Utah non- profit corporation.

 

What is a Pooled Trust?

A pooled trust is a type of "special needs trust" managed by a non-profit organization, where multiple individuals with disabilities can contribute funds to a single trust.  Each beneficiary maintains a separate account within the pooled fund.  This allows them to access supplemental needs while still maintaining eligibility for government benefits like Medicaid and SSI.  

 

How does the Trust work? 

The trust is established by transferring funds considered assets of a person with a disability. These funds may come from various sources, such as insurance settlements, personal injury claims, home sales, or inheritances. When placed in the Pooled Trust, these funds are exempt from being counted as assets, preserving the beneficiary’s eligibility for public benefits. The funds are pooled together with other beneficiaries’ assets, and each participant has a sub-account with their portion of the communal income allocated accordingly.

 

Who can participate in The Work Activity Center Pooled Trust? 

Utah residents with a diagnosed intellectual or developmental disability are eligible to participate. The Trust can be funded by the beneficiary’s own assets or by a third party, such as a parent or guardian. The method of funding does not affect eligibility or participation. 

 

What are the requirements for participating in The Work Activity Center Pooled Trust? 

The Work Activity Center Pooled Trust is irrevocable. Beneficiaries or their representatives must sign the Trust Joinder Agreement, witnessed by a notary public. An Administrative Enrollment Fee and Trust Establishment Fee is required with submission of the completed agreement. Ongoing administrative fees are outlined in the Trust's Fee Schedule and must be reviewed and signed as part of the Trust Joinder Agreement.

 

How can Pooled Trust funds be used?

The Trust provides supplemental services for the care, support, comfort, education, and training of the beneficiary—services beyond what is covered by public benefits. While the funds cannot be used for basic needs like food, rent, or mortgage payments (if the beneficiary receives SSI), they can be used for various supplemental needs, such as:

  • Medical goods and medication

  • Dental care, surgeries, and therapies not covered by insurance

  • Mobility aids and home modifications

  • Companion services, outings, and entertainment

  • Psychological support, burial plans, and more

 

For more information or to see if the Pooled Trust is right for you or your loved one, please contact Ability Inclusion Services at

(801) 977-9779.

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To learn more, contact:
Erin Higley - Community Employment Coordinator at
erinh@abilityis.org

 

Ability Inclusion Services

801-977-9779

1275 W 2320 S

West Valley City, UT 84119

© 2024 by The Work Activity Center d.b.a. Ability Inclusion Services

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Ability Inclusion Services is a 501(c)(3) nonprofit organization. 

EIN 87-0255186

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Our Mission: 

Ability Inclusion Services enriches the lives of people with disabilities by actively providing opportunities for independence and individual growth.

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