For more information or to open an account, contact Ruth Opferman, Client Resources and Budgets Specialist, at 412.344.3640; Ext. 304, or email@example.com.
Arlington Heritage Group is the administrator for Mainstay Life Services’ Special Needs Pooled Trust. They will be happy to answer your questions as well. For additional information, please contact
Lindsay Galbraith, Director of Special Needs Pooled Trusts, 215-672-1184; Ext. 4, or firstname.lastname@example.org
For a list of frequently asked questions, we invite you to visit Arlington Heritage Group, Mainstay Life Services’ Trust Administrator.
In 2012, Mainstay Life Services established a Special Needs Pooled Trust. Since that time, many of the persons we support or their families have taken advantage of the Trust. Because the Trust protects funds for the future while maintaining benefits and facilitating long-term planning, we believe it is a wonderful option for improving quality of life.
Once a Trust account is opened, the funds may be used for things such as: classes, clothes, medical needs not covered by SSI, tickets, pet supplies, therapy, vacation, and so much more.
For more information, reach out to Ruth Opferman (contact information at left). To view our Special Needs Pooled Trust brochure, click here.