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.

To learn more about the Springhill Pooled Accounts Trust and if it’s a right fit for you or a family member, please call 248-269-1319 or PAT@chninc.net.

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.