Frequently Asked Questions

Trust Overview

Generally, the Social Security Administration and the Michigan Department of Human Services view all trusts as countable resources when determining eligibility for benefits such as Supplemental Security Income (SSI) and Medicaid. Special needs trusts (including the Springhill Pooled Accounts Trust) are an exception to this rule. A Pooled Accounts Trust is specifically established to supplement (not replace) basic government support for an individual’s needs. Indeed, the Trustee is typically restricted from making a disbursement that might jeopardize public benefits. By complying with federal and state laws for special needs trusts (e.g., 42 USC Sec. 1396(p)(d)(4)(C), funds placed in the Springhill Pooled Accounts Trust are generally not considered countable resources, which helps its beneficiaries establish or remain eligible for government benefit programs.

Trust Disbursements


Investment Information