About AGED Trust
As a Special Needs Trust provider, we administer d(4)(C) Pooled Trusts, Third-Party Pooled Trusts, d(4)(A) disability trusts, Third-Party Supplemental Needs Trusts drafted by attorneys. and individual trusts. We are also the administrative trustee for the State of Florida’s d(4)(C) Florida Public Guardianship Trust.
Who Does an AGED Trust Help?
Every day, Florida seniors and individuals with disabilities are denied access to much needed government services, like Medicaid. Often, these individuals are only $100 over the limit, yet they are told they make too much money to qualify.
An AGED Trust removes the financial barrier, allowing people to access much-needed Medicaid benefits to reduce medication costs, eliminate copays and out of pocket spending, and to afford Assisted Living or Nursing Home expenses.
An AGED Trust can help:
- Seniors or individuals with disabilities in Florida who are unable to work
- Nursing Home or Assisted Living Residents
- People who cannot afford their medications or copays
- Adults with developmental disabilities
Why AGED Trust?
AGED Trust is a nonprofit 501(c)(3) special needs trust organization founded in 2002. We are dedicated to helping Florida seniors and people with disabilities qualify for Medicaid or other benefits when they are over the income and asset limits.
We accept accounts of any size, with no minimum or maximum balance, making support accessible to everyone, no matter their financial situation.
As a Special Needs Trust provider, we administer d(4)(C) Pooled Trusts, Third-Party Pooled Trusts, d(4)(A) disability trusts, Third-Party Supplemental Needs Trusts drafted by attorneys. and individual trusts. We are also the administrative trustee for the State of Florida’s d(4)(C) Florida Public Guardianship Trust.
AGED Trust's Mission
To provide funding, support, outreach, resources, and training related to guardianship and advocacy for individuals who are elderly or have mental or physical limitations and whose financial ability to pay for these essential services is inadequate.
Meet the Team
At the heart of our mission is a team of dedicated leaders. With compassion, expertise, and integrity, they guide our organization in serving individuals with special needs and their families.
Nick Barton
Sharon Reich
Julie Strier
Ally Heffelfinger
Traci O’Neill Spencer
Kelly Davis
Clara Wells
AGED Trust is here to help you secure your future, maintain your independence, and access the benefits you deserve.
Contact us today for a free consultation and information packet.
AGED does not provide legal advice. Seek advice from a qualified attorney as needed.