Protect Your Family Trust

What Protect Your Family Trust does

Protect Your Family Trust is a 501(c)(3) not-for-profit organization headquartered in Lynbrook, New York, that administers pooled trust services for New York State residents seeking to qualify for Medicaid while preserving income or assets for a designated beneficiary. The organization operates two core products: a Medicaid Pooled Income Trust, which shelters monthly income for individuals whose earned or unearned income would otherwise disqualify them from Medicaid, and a Medicaid Pooled Asset Trust, which shelters excess assets above the Medicaid eligibility threshold. Both products are structured under New York's pooled trust framework and processed within a 24-48 hour turnaround window, supported by in-house attorneys and dedicated trust specialists. Beneficiary access is facilitated through an online account management portal where clients can review trust balances and activity.

Name

Protect Your Family Trust

Legal name

Protect Your Family Trust

Website

https://pyftrust.org

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Protect Your Family Trust is a 501(c)(3) not-for-profit in Lynbrook, NY that administers Medicaid Pooled Income Trusts and Pooled Asset Trusts for New York State residents seeking to qualify for Medicaid while preserving income and assets for beneficiaries.

Ownership category

akta.pro rank

Product category

Trust Management Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investors, Nec (6799)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Personal Trust & Fiduciary Administration (FSAEAKAA), Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Medicaid pooled trusts
• Supplemental needs trusts
• Trust management services
• Medicaid eligibility planning
• Elderly disability services

Headquarters

HQ city

Lynbrook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Trust Management Fees: Monthly fees and enrollment fees charged to trust beneficiaries for managing pooled income and pooled asset trusts. Fees are described as economical while striving to help maximize gains for clients.
2. Enrollment/Setup Fees: One-time fees charged at account opening for processing and establishing the pooled trust.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Protect Your Family Trust is a 501(c)(3) not-for-profit that administers Medicaid Pooled Income Trusts and Medicaid Pooled Asset Trusts for elderly and disabled New York State residents, allowing beneficiaries to remain Medicaid-eligible while using excess income or lump-sum assets for personal living expenses. The organization manages trust setup, recurring deposits, disbursements, and bill payments with 24-48 hour processing turnaround, supported by attorneys and trust specialists serving as dedicated single points of contact.

Product overview

Protect Your Family Trust is a 501(c)(3) not-for-profit organization offering two core Medicaid Pooled Trust products: the Medicaid Pooled Income Trust for individuals with excess monthly income, and the Medicaid Pooled Asset Trust for those with lump-sum assets exceeding Medicaid limits. Both trusts enable beneficiaries to maintain Medicaid eligibility while using their funds for living expenses. The organization supplements these core products with an online account management portal, bill payment and disbursement processing services, automatic recurring payment capabilities, and account transfer support for clients switching from other New York State pooled trusts. Services are supported by trust specialists and attorneys, with guaranteed 24-48 hour processing and dedicated single-point-of-contact account management.

Differentiator

Problem solved

Functional benefit

Brands

• Medicaid Pooled Income Trust: A supplemental needs trust that allows individuals with excess income to receive or maintain Medicaid benefits while preserving their monthly income for personal expenses.
• Medicaid Pooled Asset Trust

Products and services

• Medicaid Pooled Income Trust

Quantifiable outcome

• Trust processing completed within 24-48 business hours
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Regional players

• Common Law Trust / pooled trust operators in other states: Common Trust and similar pooled trust operators in states outside NY (e.g., MA, PA, NJ) administer comparable Medicaid pooled trusts. Comparable as direct functional equivalents operating in adjacent geographies PYF could potentially expand into.

Others

• Special Needs Alliance: Special Needs Alliance is a national network of attorneys specializing in special needs planning, including pooled trusts and Medicaid eligibility — comparable as the professional/attorney ecosystem that creates and refers pooled-trust clients.
• ElderLawAnswers / elder-law attorney networks: Elder-law attorney networks advise clients on Medicaid planning and frequently refer into pooled trust providers. Comparable as a referral and customer-acquisition channel that competes for the same end client as PYF.

Direct peers

• LifeBridge Community Services: LifeBridge administers pooled income and pooled asset trusts in multiple states (including NY-adjacent), serving individuals with disabilities and seniors seeking to maintain Medicaid eligibility — a near-direct functional comparable to PYF.
• The Arc New York: The Arc New York's chapter network supports pooled trust and disability-related fiduciary services across NY, directly competing with PYF in administering pooled income trusts for people with developmental disabilities seeking Medicaid eligibility.
• PLAN of NY / PLAN Inc. PLAN of NY is a pooled trust / future planning organization for individuals with disabilities in New York, offering pooled special needs trusts to protect benefits eligibility — directly comparable product and target population.
• NYSARC Trust Services: NYSARC Trust Services administers pooled supplemental needs trusts in New York State for individuals with disabilities, including a Medicaid Pooled Income Trust — the same core product PYF offers, directly competing for the same NY Medicaid-eligible population.
• AHRC New York City Foundation Pooled Trust: AHRC NYC Foundation operates a Medicaid pooled trust serving intellectually and developmentally disabled individuals in New York — directly overlapping PYF's target customer segment and product, particularly in the NYC metro area.

Emerging players

• National Disability Institute (NDI): NDI focuses on financial wellness and asset development for people with disabilities, including ABLE accounts and pooled trust advocacy. Comparable as an adjacent player in the disability-benefits and asset-protection space where PYF operates.

Broad incumbents

• The Arc United States (national pooled trust program): The Arc's national network includes pooled trust programs across many states, providing a broader incumbent footprint than PYF's single-state operation. Comparable as a scaled, established pooled-trust provider with overlapping mission and product structure.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/protect-your-family-medicaid-trusts

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Protect Your Family Trust