Medicaid Spend-down Pool Trust

This trust is for individuals that are receiving government benefits, such as SSI and/or Medicaid, and who’s income that is higher Medicaid allowable level. LCG’s Self Directed Medicaid Spend-down Trust allows the individual to protect their surplus.

Minimum monthly deposit: $500
$250 enrollment fee
Monthly administrative fee of 8.5% of required monthly deposit (minimum $42.50)
Annual renewal fee of $100
Annual audit and tax return fee of $100

Forms

LCG Community Trust 3 - Medicaid Spend-Down Trust Joinder Agreement

Account Record Keeping Form

Trust 3 - Information and Procedures

Trust 3 - Automatic Request Form

Trust 3 - Disbursement Request Form

Trust 3 - Fee Schedule

Trust 3 - Deposit Coupons

Ready To Apply And Join LCG Pooled Trust?

Explore what our customers saying about us

“Dealing with LCG pool trust proved to be highly effective as it provided us with the excess funds to address Moms crucial needs such as food and housing. The team at LCG managed her account with ethics and integrity so we were able to allocate resources efficiently and ensure the well-being of my 97 year old Mom. Our confidence in LCG was on high par with the ease of using them.”

R.S.

“Proactive, helpful, warm hearted and very professional towards my elderly Aunt and Uncle”

L.C.

“The Trust professional service is making this process that is still new to us easy”

A.S.