Springhill Pooled Accounts Trust

Empowering and enriching the lives of people with disabilities.

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What We Do

Springhill Pooled Accounts Trust is a trusted advocate in the special needs community. As professional trust administrators, we manage your assets, distribute funds for discretionary expenses, and help maintain your public benefits eligibility.

We take the time to understand beneficiaries' specific needs to determine if our trust is the best option for their long-term goals. Our beneficiaries have a dedicated point of contact and the reassurance their assets are managed and invested responsibly.

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Unparalleled Client Advocacy

At Springhill Pooled Accounts Trust, we are guided by our core values of advocacy, integrity, and trust. Our dedicated Trust Coordinators prioritize getting to know you, your story, and your needs. If you are a guardian or representative of a beneficiary, we are committed to understanding the unique needs of the individuals under your care.
  • Free enrollment consultations
  • Dedicated Trust Coordinator assigned to you
  • Simple enrollment and fast turnaround times
  • Unlimited deposits and disbursements
  • $1,000 minimum to open an account
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Community Housing Network Projects For Assistance In Transition from Homelessness (PATH)

Assistance Maintaining Public Benefits

Springhill Pooled Accounts Trust was founded in 1999 and has built a reputation for supporting our mission to advocate for people with disabilities in everything we do. Our commitment to our clients includes providing comprehensive financial management solutions that are designed to:

  • Protect assets over the $2,000 SSI asset limit
  • Help maintain eligibility for SSI/SSDI/Medicaid/Medicare
  • Ensure that expenditures are solely for the beneficiary's benefit
  • Guide beneficiaries to use trust funds to meet their personal goals
  • Protect our beneficiaries' interests through strong ethical standards
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Community Housing Network Homebuyer & Financial Education Classes

Professional Asset Management

By partnering with True Link Financial, Springhill Pooled Accounts Trust provides responsible and transparent fiscal management of our beneficiaries’ funds.

  • Professional account monitoring and informed decision-making
  • Conservatively invested and actively managed
  • Pooled investment for greater diversification and a broader portfolio
  • First-Party and Third-Party funded trust options
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Nick's Story

Nick was thankful for an inheritance left to him after his grandfather passed away. He now had funds to use to finish his degree without incurring sizable student loans. However, Nick receives benefits and the assets would cause a disruption in his much needed medical coverage. He was advised by his attorney that directing his inheritance into the Springhill Pooled Accounts Trust would allow him to not only keep his benefits, but also provide a funding source for his tuition.

Note: Nick is not a beneficiary of the Springhill Pooled Accounts Trust, nor is this a photo of an actual beneficiary. The story provided is to give an example of how a beneficiary may be able to use their Trust. Springhill Pooled Accounts Trust staff cannot offer legal advice. A personal attorney is recommended.

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Natalie's Story

Natalie has Social Security Disability Income and Medicare. Based on her benefits we are able to use her Trust to help with housing related expenses such as rent, utilities and home improvement modifications that help make her home more accessible.

Note: Natalie is not a beneficiary of the Springhill Pooled Accounts Trust, nor is this a photo of an actual beneficiary. The story provided is to give an example of how a beneficiary may be able to use their Trust. Springhill Pooled Accounts Trust staff cannot offer legal advice. A personal attorney is recommended.

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Greg's Story

Each month Greg’s parents make sure all his needs are met. However, there are months where his personal assets bump up against the $2,000 asset limit. Greg’s parents didn’t want to feel that they needed to spend his money on unnecessary items in order to stay within the asset limit to preserve his benefits. They learned about the Springhill Pooled Accounts trust and realized it was a great place to deposit any overages he accrued throughout the year with the knowledge that the funds would be available for Greg’s use when he needed them.

Note: Greg is not a beneficiary of the Springhill Pooled Accounts Trust, nor is this a photo of an actual beneficiary. The story provided is to give an example of how a beneficiary may be able to use their Trust. Springhill Pooled Accounts Trust staff cannot offer legal advice. A personal attorney is recommended.

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Ready to get started?

Enrolling in the Springhill Pooled Accounts Trust can be done on your own, with your attorney, or with a financial planner. Schedule your free consultation to get started!

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