Louise’s Story

Louise recently received an inheritance, and because she lives with a disability and relies on SSI for income, she could have lost her public benefits by accepting the funds.  Instead, she was able to put the money from her inheritance into a pooled special needs trust with the Disability Foundation.  This allowed her to have the benefit of the inheritance while not having it be counted as a resource in determining her benefits. She has been able to pay off debt with the funds she put into her trust account and to purchase a dog, along with all of the necessary pet supplies, which provides her with the joy and companionship that only a loving pet can supply.  Thanks to her inheritance and the use of her trust, she was able to bring Connor home, and Louise can rest easy, knowing that she has the support and resources that her family intended for her to have.