Invest in a bright future.
What is a Community Trust?
The Georgia Community Trust is a pooled Special Needs Trust available to any Georgia resident with a disability. This is a specific kind of fund that offers individuals and their loved ones a vehicle to save money for the future needs of the beneficiary, without losing eligibility for public benefit programs such as Medicaid and SSI.
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Managing Funds
Expertly managed funds that protect your future. -
Protecting Access
Protect your access to crucial benefit programs like Medicaid and SSI -
Expert Guidance
Compassionate and experienced staff to guide your investment journey -
Low Fees
Low administrative fees and zero hidden fees
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Nonprofit Backing
Managed by a nonprofit with expertise in Benefits Consulting -
Direct Access to Funds
Provides multiple options to access funds, including Visa card, direct deposit and direct bill pay -
Straight-Forward Withdraws
Timely and reliable disbursements, typically within a two-day window.
Who can set up a community trust?
Families
Regardless of your age or your child’s age or disability, planning for the future is important. The Georgia Community Trust, managed by BDI, is a way for parents to ensure that even after they are gone, they are able to provide for their children.
Created in 1997, the Georgia Community Trust allows families to provide for a person with a disability in an estate, so that they do not disqualify from public assistance. It also ensures that these funds will be safely managed and invested.
Individuals
- Small to mid-sized Social Security lump-sum, back payments
- Small to mid-sized personal injury and medical malpractice settlements
- Avoiding monthly spend-down in order to keep under the $1,500 Medicaid and $2,000 SSI resource requirements
- Inheritance
If you have any questions about the Georgia Community Trust or how we can help you plan for your future, call us at 404-924-2015.
Professionals
The Georgia Community Trust is the only community trust available to all residents in the State of Georgia who have a disability. Whether you are an attorney, financial planner or a provider of services to people with disabilities, we are here to assist you and your participants every step of the way.
We can meet with you and your participants wherever is most convenient – at their home or business, at your office, or at our office. Together, we’ll discuss the Georgia Community Trust and assist in preparing the paperwork to establish the trust that will best meet the needs of your participant.
Jennifer, parent of a 4 year-old with special needs
How Do I Open An Account?
Download and complete one of the GCT of BDI Joinder Agreements and return it to:
2120 Marietta Blvd NE
Atlanta, GA 30318
