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living beyond limitations

WisPACT


Trust Manager

Wisconsin Pooled & Community Trusts, Inc. (WisPACT) is a private nonprofit organization that administers pooled and community Special Needs Trusts for people with disabilities. Based in Madison, WisPACT manages the Special Needs Trusts for more than 2,000 people throughout the state of Wisconsin.

In addition to helping create the trust and reviewing the documents to ensure they are properly completed, WisPACT provides many on-going services for the Beneficiary that include:

  • Approving and forwarding the Requests For Distribution (RFDs) for payment
  • Ensuring that the funds spent meet the public benefits rules
  • Expediting emergency distributions
  • Assisting in bill payment options for recurring bills
  • Providing current account information (balances, payments, etc.)
  • Referring Beneficiaries to government services
  • Discussing options with the beneficiary and/or advisor on how funds can best be used to protect benefits

The WisPACT team comes from a diverse background consisting of beneficiary specialists (who manage Trust distributions), attorneys and others who have worked in the nonprofit and human service industries. This range of experience brings a wealth of knowledge to our Beneficiaries and advisors. Our staff is well informed about a variety of disability-related topics such as Medicaid (aka Medical Assistance, MA, Title 19), Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), trusts, and physical, cognitive and mental disabilities.


Trustee

Chemical Bank is the Trustee of WisPACT’s Special Needs Trusts. The role of the Trustee is to manage the Trust according to its guidelines and for the benefit of the Beneficiary. The Trustee is legally responsible and liable for the financial welfare of the Trust and has a fiduciary role regarding the Trust investments and disbursements.

Some of the services that Chemical Bank provides for the Beneficiaries include creating the Trust account and managing its investments, processing distributions and issuing payments, and providing account information (e.g., balances, payments, statements and tax documents).

Trustee Contact Information:


Candy Keysor-Oudman, Vice President and Personal Trust Officer

Chemical Bank

720 Pleasant Street

Saint Joseph, MI  49085

Toll Free Line:  (800) 943-7386 press 9, press1, enter Ext. 53975

Direct Line:  (269-983-3791)

 

WisPACT, Inc. is not a registered investment adviser, registered stock broker or broker-dealer and does not offer investment advisory services, programs or products. Any investment questions should be directed to qualified licensed professional financial advisers.

WisPACT pooled and community trust account fund allocations and investments are made by Chemical Bank.  Chemical Bank has retained SEI Investments Management Corporation to assist in managing the assets of the fund.  WisPACT is not affiliated with Chemical Bank or SEI Investments Management Corporation.