AGED Trust Email Format

Financial ServicesFlorida, United States11-50 Employees

AGED Trust is a financial services nonprofit organization based in Longwood, Florida, that operates as a trust company under the 501(c)(3) umbrella. It administers three types of Special Needs Trusts—d(4)(A) Disability Trusts for individuals under 65 needing to qualify for or preserve government benefits, d(4)(C) Pooled Trusts available to disabled beneficiaries of any age funded with their assets and managed by a non-profit, and Third Party Trusts for gifts or inherited assets designated to a beneficiary with special needs—aiming to help clients access Medicaid and manage asset and cost considerations.

Its primary clients are seniors and individuals with disabilities who require assistance navigating government benefit eligibility, reducing medication costs, and safeguarding assets. Positioned within the financial services sector, AGED Trust focuses on trust administration that aligns with Qualified Medicaid Trust Guidelines under Florida DCF A-22, providing specialized planning options that address disability, benefit qualification, and long-term asset protection. The organization is based in central Florida and operates with a staff size appropriate for a nonprofit trust entity of its scale.

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