We serve as Trustee for Pennsylvania and Maryland cemetery merchandise pre-need trusts. When a cemetery company and a consumer enter in to an irrevocable contract for services and merchandise to be used for the consumer’s final expense, those funds are placed in trust. These funds will be used by the cemetery business to meet the expense of providing the contractual obligations to the consumer. As these funds are no longer the property of the consumer, proper representations can be made to the Social Security Administration for exclusion of these funds as assets.
To learn more about cemetery merchandise pre-need trusts, call us toll free at 800-837-2265 or send us an email.
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