This memo explains how to use a Pooled Supplemental Needs Trust to eliminate the Medicaid spend-down (updated July 2017)
Note that new State forms (486T and 1151) were released in October 2012 for proving disability, as needed for approval of a Supplemental Needs Trust. See this article for links to the new forms.
Also note that NYSARC revised its joinder agreement and certain procedures in June 2012. Links to these revised forms are on NYSARC website, links in this article .
Also see these new tools to help clients who want to enroll in pooled trusts, developed by NYLAG:
This article was authored by the Evelyn Frank Legal Resources Program of New York Legal Assistance Group.