Jewish LA Special Needs TrustJewish LA Special Needs Trust
The mission of JLA Trust is to ensure that children and adults with disabilities are able to obtain a high quality of life by leveraging the power of community to assist with financial security and peace of mind. Read more
The mission of JLA Trust is to ensure that children and adults with disabilities are able to obtain a high quality of life by leveraging the power of community to assist with financial security and peace of mind.
Jewish Los Angeles Special Needs Trust (JA Trust) is a new nonprofit in Los Angeles County that provides pooled special needs trust services for people of all faiths in Los Angeles County.
A special needs trust is a legal way for persons with disabilities who receive means-tested government benefits such as SSI or Medi-Cal to supplement those government benefits without jeopardy of exceeding the income and asset limits of those programs.
JLA Trust provides professional trustee oversight and investment services at affordable prices for persons with disabilities, with both 1st and 3rd party pooled special needs trusts.
Clients enroll in our Trust by signing a Joinder Agreement, under one Master Trust that has been created by a lawyer with expertise in this area. Funds are kept in separate sub-accounts for each individual and only "pooled" for investment/management purposes.
In addition to the Trustee and Investment services, all of our clients receive a free, customized, loadable VISA card to pay for pre-approved services and goods, and also receive on-going individualized client services and help with navigating government programs and benefits.