The Life Enrichment Trust accomplishes three things:

We protect. We preserve. We enrich.

We Protect.

We protect personal assets that have accrued as a result of a personal injury settlement, gift from a loved one or simply earned through hard work and savings.  Individuals with disabilities frequently have assets that place them over Medicaid or SSI eligibility requirements.  As a result, these assets need to be spent to receive government benefits or service.  A Supplement Needs (a.k.a. a Special Needs) Trust is a way for these personal assets to be protected.

We Preserve.

The Life Enrichment Trust provides a means to preserve individual eligibility.  As mentioned, personal assets above a Medicaid or SSI eligibility limit, jeopardize an individual’s ability to receive services.  If an individual exceeds either of these eligibility limits, many times they cannot receive the services they desperately need.  If an individual is already receiving services from a provider agency and the individual becomes ineligible the impact is significant as service rendered by the agency will be denied at billing or subject to Medicaid audits and potential payback.  Many caring non-profit agencies are at risk in these cases by not having a solution to maintain eligibility.

We Enrich.

Simply put, we enrich lives.  Government funding does not cover all the activities that are of interest to individuals with disabilities.  Whether it is a first trip to the ocean, a cruise to Alaska, therapeutic horseback riding, or experiencing the joys of Disney World, government funding does not help.  The Life Enrichment Trust provides a means to meet these enriching experiences.