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Wednesday, October 9, 2024 | Save The Date!

Back to the Basics of Future Planning

Achieva Family Trust Celebrates 25 Years!

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

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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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Future Planning

Achieva Family Trust offers assistance in preparing and managing the future planning for unique day-to-day and long-term needs for 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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View All Resources

Achieva Family Trust. Protecting Futures and Enhancing Lives for Over 25 Years!


 


Achieva Family Trust Overview of Services

 

Empowered Voices

Upcoming Events

Empowered Voices

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Aug 15 2024
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Virtual

Empowered Voices meet virtually on the third Thursday of each month from 6 - 8 p.m. Achieva's Empowered Voices Leadership Group is driven by the voices and interests of its self-advocates.

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Upcoming Events

Friends of The Arc Erie County Walk

iconSaturday,
Sep 14 2024
icon 11761 Edinboro Road
Edinboro, PA 16412

Join us for Friends of The Arc Erie County Walk on Saturday, September 14, 2024, from 1 p.m - 4 p.m. at General McLane High School.

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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
Achieva Family Trust Exceeds $2 Million in Charitable Distributions

Achieva Family Trust Exceeds $2 Million in Charitable Distributions

Achieva Family Trust is proud to announce a historic milestone, surpassing $2 million in charitable distributions through the Charitable Residual Program for the 2023-2024 fiscal year.

State Budget Questions Remain

State Budget Questions Remain

A state budget was adopted in Harrisburg on July 11. One of Achieva's largest funding streams comes from the PA Office of Developmental Programs (ODP) for services to people with intellectual disabilities and autism (ID/A).

When And How Do I Fund My Special Needs Trust for My Child with Disabilities?

When And How Do I Fund My Special Needs Trust for My Child with Disabilities?

Several factors should be considered when establishing a third-party special needs trust (TPSNT) for a child with disabilities. When should the TPSNT be funded? How should the TPSNT be funded?

Alliance of Pooled Trusts Founding Member

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