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Helping people with disabilities and their families plan for the future and enhance their lives through special needs trusts.

Achieva Family Trust

Support for those with a demonstrated need.

Charitable Residual Account

Special Needs Trusts 101

Your quick guide to special needs trusts.

We can help you plan for your loved one's future today with our Future Planning Guide.

Get a customized future plan

Protecting Futures. Enhancing Lives.

From people with disabilities and their families to the professionals who support them, you've found your resource for both expert social service support and trust management.

Our professional Trust Administrators average 20 years of experience with social service and government benefits.

Programs & Services

Special needs trusts allow you to protect your assets while remaining eligible for Medicaid, Waiver Services and Supplemental Security Income (SSI).

We offer three types of special needs trusts. Each allows you to preserve your funds so that you are able to pay for necessities - like home modifications, adapted vehicles and specialized treatments or medications - while preserving eligibility for lifelong supports and services.

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Learn About Our Trusts

Enhancing the lives of others

Some individuals and families lack the resources to access critical special needs support. The Charitable Residual Account provides supplemental supports and services for children and adults with disabilities and a demonstrated need.

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Financial Management

Achieva Family Trust offers assistance in preparing and managing the future financial planning for unique day-to-day and long-term needsfor you, your loved one, and family. Achieva Family Trust can help manage benefits with work, donations, or inheritance and also assist in using benefits to pay for current and future bills and foreseeable needs. 

Resources

Achieva Family Trust provides up-to-date resources and information for families, attorneys, and people with disabilties regarding advocacy, services, and financial and future planning. 

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Achieva Family Trust. Protecting Futures. Enhancing Lives.

 
 


Achieva Family Trust Overview of Services

 

Upcoming Events

Preparing Transition Students & Young Adults for the Workforce and to be Financially Successful

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Dec 6 2022
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Virtual

This presentation will cover different Medicaid categories, including Healthy Horizons and Medical Assistance for Workers with Disabilities (MAWD), CHIP, and Waiver. In addition, learn about when and how to apply for SSI and SSDI, and how earned income affects these benefits.

Learn More

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Our Story

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Our Team

Beneficiaries

Family Stories

Contact Our Team

We offer no-cost consultations regarding issues such as government benefits and future planning. It’s never too early or too late to start planning for the future.

Contact us to see how we can help you

What's Happening at Achieva Family Trust

Read our Newsletter: Trust Matters
National Family Caregivers Month

National Family Caregivers Month

Celebrated every November, National Family Caregivers Month (NFCM) is a time to recognize and honor family caregivers across the country. It offers an opportunity to raise awareness of caregiving issues, educate communities, and increase support for caregivers.

Social Security Cost-of-Living Adjustment (COLA) Information for 2023

Social Security Cost-of-Living Adjustment (COLA) Information for 2023

In December 2022, Social Security COLA notices will be available online to most beneficiaries in the Message Center of their my Social Security account. This is a secure, convenient way to receive COLA notices online and save the message for later.

Feds Seek To Remove Medicaid Barriers For Those With Disabilities

Feds Seek To Remove Medicaid Barriers For Those With Disabilities

The Centers for Medicare and Medicaid Services is proposing a new rule designed to simplify the application and verification processes for people seeking coverage through Medicaid and the Children's Health Insurance Program known as CHIP.