ACHIEVA Family Trust

Individuals with disabilities and their families face significant challenges in planning for their financial stability. ACHIEVA Family Trust, a member of the ACHIEVA family of organizations, provides information to individuals and serves as trustee of several kinds of trusts benefiting individuals with disabilities.  Created in 1998 to address parents' concerns about their children’s futures, ACHIEVA Family Trust now serves over 1,500 individuals, providing peace of mind to families and caregivers.

• Operates Common Law Trusts, Pooled Trusts and Payback Trusts to benefit individuals with disabilities.

• Distributes trust funds to increase individuals’ quality of life while preserving eligibility for essential government services.

• Designs and maintains a Personal Planning Guide to help families collect and update information about their loved ones.

• Adds case management and social work expertise to the traditional role of corporate trustee.

• The importance of assisting individuals with disabilities and their families to plan for the future.

• The rights of individuals with disabilities to live and plan for secure and fulfilling lives in a way that recognizes their individual preferences, capabilities, and quality of life.

When to Establish a Trust

• When family members want to begin saving for future security

• When family members are developing their estate plans

• When someone with a disability has too many assets to remain eligible for essential government services

• As children transition to adulthood

• When Social Security accounts get too large

The services of ACHIEVA Family Trust are available to individuals with disabilities and their families in Pennsylvania and other states. Representatives are also available to speak to professional advisors and family groups concerned with financial and estate plans that include people with disabilities.  For more information contact, Kathleen D. Hendrickson, Esq. President, at 412-995-5000 ext. 405 or via email at khendrickson@achieva.info, or Maria Smith, M.Ed., Vice President at 412-995-5000 ext. 434 or via email msmith@achieva.info.