Trust I

Established in 1988, Trust I helps families provide for the financial future of their loved one without affecting eligibility for government benefits such as SSI, Medicaid, Medicaid waivers and residential programs.

Information about Trust I

• Overview
• Funding & Financial Planning
• Fees
• Annual Spending Projection
• Tax Information
• Frequently Asked Questions

Additional Information about Trust I and Trust II

• How It Works
• Comparison of Trust I and Trust II
• What Can I Buy
• SSI & Third Party Payment
• Information about Funerals
• Tandem Trusts Fact Sheet
• Tandem Trusts in Personal Injury Settlement
• 2008 Investment Report
• User Satisfaction Survey
• Legal Documents
  • Trust I Declaration
  • Trust II Declaration
  • Trust I Joinder Agreement
  • Trust II Joinder Agreement
• The Arc Master Trust Booklet
• Trust Presentations

To schedule a presentation on The Arc of Indiana Master Trust, please .