“The Theresa Foundation Pooled Trust of New York is an indispensable asset to our clients.  Their personalized attention, excellent customer service, and streamlined process are smooth and user friendly.
Caring live representatives assure our clients’ accounts are handled with the utmost care and attention to detail.  Theresa Foundation is truly a cut above any other Pooled Trust options in the state.”
Nancy Burner,
Nancy Burner & Associates, P.C.


“We have used the Theresa Foundation Pooled Trusts for a number of our elderly clients and those who are disabled and who have either an income spend down requirement for Medicaid eligibility or have received a lump sum payment, which causes them to be over-resourced for SSI or Medicaid. As a result they have been able to continue to receive certain benefits and remain in their communities living a more meaningful life. The staff at the Centers for Special Needs Trust Administration, which administers the pooled trusts, is courteous, helpful and always available and responsive.”
Bob Mascali,
The Pierro Law Group


“My Medicaid application company has been using The Theresa Foundation Pooled Trust as the Foundation uses The Centers for Special Needs Trust Administration for the collection and paying of our client’s bills each month. The Centers for Special Needs Trust Administration has reviewed all my Pooled Trust applications, documentation quickly and expertly. Caitlin Govoni and Rick Shonter are available for any questions on application or documentation issues on an immediate basis.  They utilize a Case manager (Carl) as a personal “one on one” with my clients to solve their bank and bill paying issues.  This Case manager has solved numerous problems for my clients.  All my clients give Carl the Case manager rave reviews!
When I set up my Pooled Trust with The Centers for Special Needs Trust Administration for my clients – I know that my clients are getting clear, concrete answers on where their monthly monies are sent and what is needed to get those monies returned to them in the format of bill paying for their needs!”
Mary Anne Kuntz,
Guiding Light for Seniors, Ltd.


“I am writing in support of the NYTPT.  Our clients, and therefore we, could not be more pleased with the work of the NY Theresa Pooled Trust.   Your patient, caring and compassionate staff truly put our clients at ease from the beginning of their association with the Theresa Pooled Trust since each client is assigned to a single staff member immediately upon being accepted into the Pooled Trust.  Every client is different and some require more “hand-holding” than others yet, we are told by many different clients how the NYTPT staff helped them to navigate through the pooled trust rules and regulations, setting up payment plans and calculating how much income to retain and how much to send to the Pooled Trust for their monthly expenses.
Thanks to the NY Theresa Pooled Trust, our Community Medicaid clients are able to retain their dignity and control over their affairs while receiving care at home!”
Michael J. Amoruso,
Amoruso & Amoruso, LLP