Funded with assets that are entirely those of the beneficiary.
The Life Navigators Trust II – Pooled Trust (Funded Entirely with Beneficiary’s Assets) is funded at the time of enrollment. Most often, the Trust II is established when an individual with a disability has assets that would prevent them from receiving public benefits. It is often funded with an SSI payback, personal injury settlement or benefits accrual.
“Life Navigators helped me get organized and be independent. That’s what I wanted.”