What is an Income Trust?

Protect Your Family, it's not just our name, it's our mission.

Your loved ones deserve the best care possible. Far too many have lost their estate to the ever-increasing cost of long term care, especially when Medicaid is denied as a result of one's financial standing.

After years of hard work, their assets can and should remain theirs to use. PROTECT YOUR FAMILY MEDICAID POOLED INCOME TRUST enables your loved ones to receive Medicaid services and keep their excess income.

A Medicaid Pooled Income Trust is a supplemental needs trust that allows individuals with excess income to receive or maintain Medicaid benefits, while preserving their monthly income so that it may be used for expenses of their own personal "care, comfort and well-being."

Without a Medicaid Pooled Income Trust, an individual earning an income above the Medicaid allowable limits will either be denied eligibility and services or have to turn over their excess income to Medicaid every month, and not be able to use it for their living expenses.

When you deposit your excess monthly income, which is determined by Medicaid, into the PYF Pooled Income Trust, you can become or remain eligible for Medicaid benefits. Funds deposited into the trust can then be disbursed for your clothing, food, rent, utilities and other basic living expenses. Our personal and caring staff will be happy to assist you in determining other expenses that may be covered.

PROTECT YOUR FAMILY Medicaid Pooled Income Trust is the answer you have been looking for. Contact us for more information!

Get Started

  1. Complete the PYF Pooled Income Trust application
  2. Print, sign and notarize the Joinder Agreement
  3. Mail in the application fee, notarized Joinder Agreement and any supporting documents

PYF Pooled Income Trust Application

Complete the PYF Pooled Income Trust application by submitting it online OR print and fill out the PDF application.

Online Application PDF Application

Get in Touch

Contact Us with Any Questions You May Have

303 Merrick Rd. Ste. 508, Lynbrook, NY 11563

(516) 837-3737

(516) 837-9430