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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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

 

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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.

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What's Happening at Achieva Family Trust

Read our Newsletter: Trust Matters
Olmstead Decision Turns 23

Olmstead Decision Turns 23

Twenty-three years later, most people with disabilities under age 60 no longer enter a nursing home as a permanent placement, and many states in the union no longer operate state-owned institutions for people with intellectual disabilities. Pennsylvania is behind the curve ...

Disability leaders call on the General Assembly to increase funding for home healthcare workers | Opinion

Disability leaders call on the General Assembly to increase funding for home healthcare workers | Opinion

Disability Leaders Look to General Assembly with Optimism As leaders of intellectual disability and autism (ID/A) services, we have been raising our voices about the unsustainable staffing/direct support professional (DSP) crisis in our community.

New Online Tool to Get Started Applying for SSI

New Online Tool to Get Started Applying for SSI

Social Security Administration (SSA) has just released a new online tool to allow individuals to notify SSA that they want to apply for Supplemental Security Income (SSI). It can be found on the SSA website, www.SSA.gov.