Maximizing Benefits

Leveraging Trusts and ABLE Accounts

Presented by Sarah Grimes, NYSARC Trust Services

We will hear about the distinct advantages of supplemental needs trusts, pooled trusts, and ABLE accounts, highlighting how to use these tools to help our family members w/IDD stay under asset and income limits. Come learn essential updates on the 2025 Medicaid and Supplemental Security Income (SSI) financial limits and learn how to empower individuals to improve financial independence, save for future needs, and work without the risk of losing critical benefits.

Registration Link

Any questions, please feel free to contact Jackie & Mary
manhattanfamilyadvisory@gmail.com
(917) 796-5407

Due to a scheduling conflict, our in-person “Successful Dental Care” meeting scheduled for Tuesday, Dec. 2nd has been POSTPONED until January, 2026