Helping People With Disabilities Enjoy Life More!

Offering people with disabilities the opportunity to pool assets for investment purposes while preserving their eligibility for public benefits.

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NEED HELP?

You have some type of disability and are receiving or will receive public benefits such Social Security Insurance or Medicaid, however, some much needed funds are coming your way. You are about to receive either:

An inheritance

A settlement from a lawsuit

A divorce settlement

These new assets may stop you from receiving current or future public benefits. You know you need to keep your public benefits, but how can you enjoy the benefits that this new funding source will give you? We understand the fear of losing your public benefits since we have served hundreds of people who have been in this same situation as you.

LET'S GET STARTED !

WHAT YOU CAN DO

You can work with your attorney to set up a Springhill Pooled Accounts Trust where we can professionally manage your funds. This Special Needs Trust can help individuals with disabilities promote and protect a satisfactory quality of life.

A Special Needs Trust can help you preserve public benefits, such as SSI and Medicaid, and allows you to continue to receive your essential medical benefits. It also helps you meet your long term cash flow needs. A properly invested Special Needs Trust can help you preserve funds and generate sufficient growth for the future.

Why attorneys and people choose Springhill Pooled Accounts Trust:

Sub-accounts managed for growth

We are one of the few special needs trusts that are invested to keep up with inflation. We employ a 3rd party investment adviser to manage the pooled trust.

Michigan's most referred Special Needs Pooled Account Trust

We have become the largest Special Needs Pooled Accounts Trust because so many attorneys, professional guardians, estate planners, non-profits, and commercial bank trusts have referred people for us to serve.

Experienced staff that understand Medicaid and SSI benefits

You will be served by caring and experienced professionals who understand the rules of Medicaid and SSI. This is very important so that your trust does not disqualify you from your much needed public benefits.

Requesting disbursements is easy

You never know what life throws at you, therefore, we are here to help with disbursements when you need them. You can access our disbursement forms at the tab at the top of this page or contact us for assistance.

Low fees

Because of our asset size, we are charged lower fees from our investment adviser because of pooling of accounts.

No trust amount too small, or too large

We can administer any size account, that is why we work with so many attorneys and commercial private bankers.

Free phone consultations

We are known for our personable service. We are here to help you understand Special Needs Trust can benefit you or a family member.

Michigan's oldest Special Needs Trust

We been there from the beginning of Special Needs Trusts in Michigan when Special Needs Trust legislation was passed. We understand Special Needs Trusts.

You can add homes to your trust

We are one of the few Special Needs Trusts in the nation that is able to place homes in your trust. We can also provide property management to your home once it is placed in the trust.

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Stories

Here is how we have helped some of our participants.

We administer your Special Needs Trust so you can enjoy and protect a satisfactory quality of life. Here are some of our participant stories.

  • Ramp and Walk-in Tub
    Ramp and Walk-in Tub

    June 15, 2018 / Medical

  • New Home
    New Home

    June 10, 2018 / Home

  • Ceiling Track
    Ceiling Track

    June 5, 2018 / Transportation

  • Medical Billing
    Medical Billing

    June 4, 2018 / Education

  • New Wheelchair-Accessible Van
    New Wheelchair-Accessible Van

    June 3, 2018 / Transportation

  • Dental Sedation
    Dental Sedation

    May 30, 2018 / Medical

  • Nursing Degree
    Nursing Degree

    May 28, 2018 / Education

  • Putting A Home In Your Trust
    Putting A Home In Your Trust

    April 25, 2018 / Home

  • Enjoying Vacations
    Enjoying Vacations

    April 15, 2018 / Vacations

DON’T WAIT! Planning now with a Special Needs Trust could be a critical foundation for life-enhancing experiences and a secure future.

Waiting to talk to a knowledgeable attorney could mean that you possibly lose your public benefits.

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Here’s Some Gossip

  • A good pooled trust works to say “yes” to our clients. Or, if not “yes,” assists our clients in finding the next best alternative. In my experience, Springhill does this the best in Michigan.

    - Chris, Attorney

  • I enjoy recommending Springhill Pooled Account Trusts because they care for their clients the same way that my firm does.

    - Pat, Attorney

  • Because of how Springhill Pooled Accounts Trust personally knows their clients, they are able to serve them better. Use Springhill if you believe customer service is important. That is why I recommend them.

    - Bob, Broker

MEET THE TEAM

Our teamwork makes your dreams work!

The Springhill Pooled Accounts Team value collaboration, therefore we divide our tasks to multiply your successes.

Dawn Calnen J.D.

Trustee

Dawn reports to the Springhill Pooled Accounts Trust board and has powers of administration of property in trust with a legal obligation to administer it solely for the purposes specified.

Carrie Alexander

Springhill Pooled Trust Administrator

Carrie has been leading the Springhill Pooled Accounts Team for four years. She is a respected leader nationally on pooled trust accounts.

Joanna Giglio

Springhill Pooled Trust Administrator

Joanna Giglio has worked for our management agent for over eight years. She was part of the initial team that brought the Trust’s administration to Springhill. She has diverse experience working in both for-profit and non-profit and is very excited to lead the Springhill team again.

Ann Marie Panella

Accounting

Ann Marie manages Springhill Pooled Account Trust sub-accounts. She handles sub-account reconciliation and investment allocation.

Contact Us Now

WE LOOK FORWARD TO SERVING YOU

CONTACT US

Don’t hesitate to get in touch with us

We look forward to discussing your options with Special Needs Trusts

Address

570 Kirts Blvd., Suite 231
Troy, MI
48084

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Email

Email Us
pat@chninc.net

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Phone

Call Us
248-269-1319
Fax 248-269-1311

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We strive to be a leader in the Special Needs Trust Administration from our professionally managed funds to our personalized service.