MEDICAID MONDAY: Using a Pooled Trust to Qualify for Medicaid Home Care

Thousands of New Yorkers have monthly income over $1,677 – just add up their pension, social security, dividends, and for some, RMDs and business income. So as health declines, how can they qualify for Medicaid benefits at home if income is over that required amount? The Answer: a pooled trust.

Join us on Medicaid Monday in April, when elder law attorneys Louis Pierro and Frank Hemming will be joined by Sarah Grimes of NYSARC Trust Services. Together, they’ll explain how this important planning strategy works and how the changing legal and political landscape may impact the use of pooled trusts for Medicaid Home Care.

Learn about:
• What is a Pooled Trust?
• How do they save income for Medicaid recipients?
• What can Pooled Trusts be used for and not used for
• Creative solutions for spending pooled trust funds
• Example of how a pooled trust allows someone to stay at home
• How will recent changes to the Medicaid rules impact Pooled Trusts?”


Frank E. Hemming III, Esq.

Senior Associate Attorney, Pierro, Connor & Strauss, LLC

Louis W. Pierro, Esq.

Founding Partner, Pierro, Connor & Strauss, LLC

Sarah Grimes

Director of Outreach and Community Relations, NYSARC Trust Services

Event Details

  • Monday, April 10, 2023
  • 12:00 - 12:30 PM
  • FREE Online webinar
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