A Network of Support

Everyone needs support, but when you or someone you love has a disability, combining personal care-giving and everyday needs can be challenging. At ACT, you have a personal trust administrator (TA) and trust administrative assistant (TAA) that focus on your trust, enhancing your daily life. As a charitable organization created by three disability focused nonprofits, we uniquely add valuable social service expertise to the traditional role of a corporate trustee. That’s the support you need.

With the help of your TA and TAA team, you can use your trust to access the services and support to supplement government benefits, such as medications, home modifications, therapy and more.

In Pennsylvania, many individuals with disabilities are unable to receive waiver services that provide the financial resources to address the care and support individuals in our community need. Through a network of professional service organizations, ACT is able to provide individuals opportunity to obtain engaging case management services, property management as well as a variety of other supports.

The relationship with your ACT team, provides the foundation for identifying services and supports to enhance your or your loved ones daily life. Through ACT’s network, our team will identify the resources in your area to best address the specific requirements for you or your loved one.

If you or your loved one is seeking additional support but are not sure where to begin, please contact your ACT Team or simply give us a call. 610-265-4788.

Your Trust Team
Always here for you!

  • Brings their unique experience to serve you better.
  • Helps you retain government benefits, such as Medicaid, Medicaid Waivers and Supplemental Security Income (SSI), Social Security Disability and Medicare.
  • Connects you with a network of resources when you need additional support, from case management to expert legal advice.

Day-to-Day with ACT

Our day-to-day special needs trust services include, but are not limited to:

  • Supervising all aspects of the trust and at all times acting in the beneficiary’s best interests;

  • Offering a line of defense against undue influence from existing friends or family, outside caregivers, and new friends who may suddenly appear once a trust is funded;

  • Abiding by the terms of the trust and reviewing each distribution against a standard of “reasonableness”;

  • Taking custody of cash, maintaining transactional records for receipts and disbursements, preparing tax letters and tax returns for the trust, issuing account statements and providing accountings as required by the court as well as other outside authorities;

  • Monitoring and reviewing the performance of the investment manager and making changes that are in the best interests of the beneficiary;

  • Coordinating the payment of bills and expenses, and taking charge to follow through on implementing many of the services outlined in a care plan for the beneficiary;

  • Maintaining relationships with other service providers in an effort to contain costs, including public benefit agencies and medical cost containment companies;

  • Determining if it is necessary to purchase a vehicle or house and identifying the specific needs as well as coordinating the purchase;

  • Coordinating payroll for caregivers recommended by a case manager, if such services are not provided by a private agency or Medicaid; and

  • Supporting the implementation of recommendations made by a case manager to enable the beneficiary to receive the highest quality of care.

We’re Here to Help

If you have questions or are wondering if a specific item/request will impact the beneficiaries benefits or is permissible through the specific Trust agreement please contact us through the provided form. Simply get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!