Arlington Heritage Group

It’s month end and once again, many of your consumers have money over their resource limit.  Your staff and your consumers need a better option than spenddown.

We are the exempt resource experts and work exclusively with human service providers to safeguard benefits and build resources for your consumers and those you support.

Arlington Heritage Group developed THE PROVIDER TRUST, an in-house special needs pooled trust that allows non-profits a cost-free way to monitor and manage individual funds.  This trust is an essential tool in maintaining client benefits while allowing for flexible, customized long-range financial planning. Over one hundred non-profit agencies nationwide have made THE PROVIDER TRUST their choice.  Key features include:

• B2B solution, bringing control and transparency to the provider as the trustee
• Money does not count as a resource, ensuring eligibility for benefits
• Not subject to Medicaid payback; enables a permanent endowment for individuals in your care
• No age or contribution limits, superior to ABLE accounts
• Ideal for consumers who continually exceed resource limits, those with jobs or those that receive an inheritance or award

For more information visit www.arlingtonheritagegroup.com or contact Tom Tirney at 215-672-1184 or [email protected].