JLA Trust & Services Employee Directory

Individual and Family ServicesCalifornia, United States2-10 Employees

JLA Trust & Services operates as a community-based nonprofit in the individual and family services space, providing pooled special needs trust services. It offers professional trustee oversight and investment management for individuals with physical, mental, and developmental disabilities at affordable prices. Funds for each beneficiary are maintained in separate sub-accounts while investments are managed on a pooled basis under a Master Trust created by a specialist attorney. The organization supports clients who rely on means-tested government benefits such as SSI or Medi-Cal by enabling them to supplement those benefits without risking loss of eligibility. Based in Los Angeles, California, the trust is open to all faiths and functions within a small-organizational footprint. The company’s focus places it within the broader field of fiduciary and non-profit services that facilitate estate and disability planning for individuals and families.

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