Trust OverviewThe Arc of Northern Virginia Personal Support Trusts is the legal name designated for our Supplemental or Special Needs Trust program. The purpose of this Trust is to enable people with disabilities to derive the greatest possible benefit from family money, financial settlements, financial gifts and other awards of money and assets, in addition to any public benefits and services to which they have entitlement. By appropriately using this Trust government benefits are not jeopardized. People also use the Trust for money management and budgeting purposes. This is the thirteenth year that we have been managing the Special Needs Trust program. As experts in the field of disabilities and long-term planning, we offer accessible and friendly day to day client relations. SunTrust, our partner, functions as Trustee. Our unique Trust program is easy and comfortable. We have removed the need for families to learn how to navigate yet another system and unburdened them by having SunTrust take on the role of Trustee with fiduciary responsibilities. The Arc offers continuity, reliability and expertise while providing Trust Management to families and individuals with disabilities throughout Virginia, Maryland and Washington, DC. Referred to by respected attorneys throughout VA, MD and DC as well as families and clients, our Trust Program is healthy and growing. Please call or email Tia Marsili, Director of Trusts for a free one hour consultation, to schedule a presentation for your organization or to schedule a meeting to establish your child's or your Special Needs Trust with The Arc of Northern Virginia: 703-532-3214 Ext 115 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it
|
Special Needs Trust Program at The Arc of Northern Virginia
The Arc Receives AccoladesI am pleased to share with you the good news we received last week that The Arc has been chosen as one of the top nonprofits working for people with disabilities by Philanthropedia, a subsidiary of GuideStar. READ MORE... |
||
Welcome to the Pooled Trust ProgramThe Arc of Northern VirginiaServing Virginia, Maryland and Washington, DCOur goal at The Arc of Northern Virginia is to work with families and individuals with disabilities on planning for the ‘now’ as well as the future. It is important to ensure that your son or daughter is financially secure when you can no longer provide help. Our Pooled Special Needs Trust (SNT) helps families provide for the financial future of their loved one without affecting their eligibility to government benefits. |
Ready to Enroll?
The family-friendly enrollment process is easy, with plain language and simple procedures. You may either fill out the forms yourself, providing the appropriate documentation and notary’s stamp and send them to Tia Marsili at The Arc of Northern Virginia or make an appointment with Tia who will guide you through the paperwork, make all necessary copies and notarize the documents for you |
|
Trust documents
Learn About Special Needs Trusts
- A Handbook on Family Planning
- PowerPoint presentation
- How the Arc Trust works
- Frequently Asked Questions
- Glossary
- Allowable Supplementary Needs
- Websites and Articles of Interest
Family Funded Trust Legal Documents
- Family-Funded Master Agreement
- Family-Funded Joinder Agreement
- Trust Plan
- Disclosure Statement and Checklist
- W-9 form
- Ridgeworth Funds Disclosure Statement
Self-Funded Trust Legal Documents
- Self-Funded Master Agreement
- Self-Funded Joinder Agreement
- Trust Plan
- Disclosure Statement and Checklist
- W-9 form
- Ridgeworth Funds Disclosure Statement
