Trust Overview

The Arc of Northern Virginia Personal Support Trusts is the legal name designated for our Supplemental or Special Needs Trust program.  The purpose of this Trust is to enable people with disabilities to derive the greatest possible benefit from family money, financial settlements, financial gifts and other awards of money and assets, in addition to any public benefits and services to which they have entitlement.  By appropriately using this Trust government benefits are not jeopardized.  People also use the Trust for money management and budgeting purposes.  

This is the twelfth year that we have been managing the Pooled Trust.  As experts in the field of disabilities and long-term planning, we offer accessible and friendly day to day client relations.  SunTrust, our partner, functions as Trustee.  Our unique Trust program is easy and comfortable.  We have removed the need for families to learn how to navigate yet another system  and unburdened them by having SunTrust take on the role of  Trustee with fiduciary responsibilities.  The Arc  offers continuity, reliability and expertise while providing Pooled Trust Management to families and individuals with disabilities in Virginia, Maryland and Washington, DC.

Referred to by respected attorneys throughout VA, MD and DC as well as families and clients, our Trust Program is healthy and growing.  

Who needs a Special Needs Trust?

Planning for your loved ones in your absence or planning for other individual with disabilities

The Arc of Northern Virginia Pooled Trust is open to all individuals who meet Social Security’s definition of disability. In short, the individual must have a physical or mental condition, or a combination of conditions, that result in marked and severe functional limitations. This means that the condition(s) must very seriously limit activities.

What is a pooled Special Needs Trust?

It is a way to invest funds for a recipient of SSI or Medicaid without losing eligibility.

The Arc of Northern Virginia Personal Support Trusts is the legal name designated for Supplemental or Special Needs Trusts. The Pooled Trust enhances the individual with disability's quality of life thus ensuring that the funds invested in the pooled trust will be used to provide security, support, extra comforts and services, medical care and other supplemental needs not covered by benefits or insurance.

Why do you need a Special Needs Trust?

It allows you to leave money for your loved ones while protecting his or her government benefits.

The purpose of this Trust is to enable people with disabilities to derive the greatest possible benefit from family money, financial settlements, financial gifts and other awards of money and assets, in addition to any public benefits and services to which they have entitlement. To ensure your family member will have security, support, medical care and funds for extra comforts and services and those things not covered by benefits or insurance, consider a Personal Support Trust.

How does it work?

What happens once you fund the trust?
How does the Beneficiary access his or her account?

It's actually quite simple. Just give us a call. In most cases, this is all that is required. We are committed to doing everything in our power to use the Beneficiary’s account to provide him or her the best possible quality of life. We say yes to disbursement requests whenever possible, so long as the disbursement would not jeopardize public benefits and is otherwise in the Beneficiary's best interest.

When is the right time?

It’s never too early to establish a Trust Now Is the Time!!

The trust is established now so that a plan is in place, and assets flow into the trust at the death of the parent or other loved one. The established Trust can be funded with life insurance policies, retirement plans, stocks, property and/or other assets. You establish a Trust Plan that outlines how, when and why money will be distributed to or for the benefit of your loved one.