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Special Needs Trust

Securet Pooled Special Needs Trust allows people with disabilities to set aside funds for extra, quality-of-life needs without jeopardizing Supplemental Security Income (SSI) and Medicaid benefits or services. Legal settlements, inheritances, and gifts may affect your benefits if they cause you to exceed the cap for countable assets. Generally, holding assets of more than $2,000 will make you ineligible for Medicaid benefits you now receive.

Sponsored by KenCrest, Securet offers people who are eligible a low-cost alternative for enhancing life while protecting vital government benefits.

To learn how you can assure that extra assets do not affect your benefits, read the information on the Securet website. We welcome your questions. Please contact us.

The Securet Pooled Special Needs Trust, as with all financial strategies, requires that you read all documents carefully and consult your lawyer or financial advisor before making a decision or signing any documents.

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