Protecting Futures

For trust beneficiaries and people with a demonstrated need

Achieva Family Trust offers expert social service support and trust management. Assets under management exceeded $200 million in fiscal year 2021 - 2022.

2,493 Total Trust Accounts

Special needs trusts allow you to protect your assets while remaining eligible for Medicaid, Waiver Services and Supplemental Security Income (SSI). Achieva Family Trust offers three types of special needs trusts. Each allows you to preserve your funds so that you are able to pay for necessities - like home modifications, adapted vehicles and specialized treatments or medications - while preserving eligibility for lifelong supports and services.

Protecting Futures. Enhancing Lives.

183 New Accounts Opened

$1.5M

Distributed by the Charitable Residual Program

The Charitable Residual Program considers a wide range of requests from iPads, camp and recreational activities to medical equipment and home and vehicle modifications.

Focused on... achieva.info/family-trust/charitable-residual