Welcome to Shared Horizons, Inc.

Shared Horizons, Inc. is a nonprofit organization created to manage the Wesley Vinner Memorial Trust, a Pooled Special Needs Trust serving the District of Columbia Metropolitan Area - D.C., Maryland and Virginia.

Established under the Omnibus Reconciliation of Act of 1993 (OBRA '93) , Shared Horizons' mission is to enhance the quality of life for individuals with disabilities, while protecting their assets and public benefits.

CMS Treatment of Trusts

Shared Horizons manages two types of Special Needs Trusts within the Pool:

  1. Self-settled or Self-Funded the funds used to establish the Trust Sub-Account belong to the beneficiary, which facilitates a Medicaid pay-back should funds remain at the time of death.
  2. Third Party Trust
  3. the funds used to establish the sub-account are from a third party, i.e., family members or friends, and there is no Medicaid pay-back.