The People We Serve: Jacob & Rosemary’s Story

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We are continually reminded that our services support more than our individual beneficiaries, very often our services directly and indirectly support their families as well. It’s the individual stories of the people we serve and their families that motivate, challenge and ultimately reward us for what we do.

To add a voice to the people we serve, here’s a recent interview with the mother of one of our beneficiaries and some of the benefits we are honored to provide them. This is Jacob and his mother, Rosemary’s story.

Like so many others we support, Jacob faced significant challenges that the family has worked tirelessly to overcome. Jacob, a person with Down syndrome, ADHD and was verbally and physically abused by his school bus driver. Fortunately, the family prevailed, justice was served and Jacob received a modest settlement for some of the criminal abuse he had endured.

“Wispact is really important for the future for Jacob, even if I’m not here to be that guardian for him.”

– Rosemary (Jacob’s Mother)

Due to lack of child support from Jacob’s father, Rosemary struggled to make ends meet and the resulting settlement put Jacob’s ongoing Social Security benefit in jeopardy. Fortunately, the family received advice to consider a special need’s trust and with the help of Milwaukee attorney, Rock Pledl, the family was able to secure a Wispact Trust which protected Jacob’s Social Security benefits.

Maintaining Jacob’s Social Security benefits have provided support for the family in numerous ways. According to Rosemary, “It’s the things that you might not expect in your life that come up that make us so grateful that his [Jacob’s] Social Security is still intact. The Wispact trust has allowed us to afford things I wouldn’t have been able to save for. Plus, for us to live in the same house and maintain our lifestyle was very important to provide Jacob a stable home so he doesn’t have to be apprehensive about what’s going to happen tomorrow. And that’s because we have his Social Security every month. Wispact really was a lifesaver for us.”

Wispact’s support has empowered Rosemary and Jacob to maintain a close relationship with distant family. “Jacob loves our family very much because they love him. And to be able to see them in California is just wonderful. We use his Wispact funds for airfare to go out to California usually once a year and we stay usually a couple of months,” Rosemary said.

In addition to Down Syndrome and ADHD, Jacob also suffers from PTSD from the abuse he suffered while in school. Aside from living and travel expenses, Rosemary credits Wispact for allowing Jacob to enjoy music which he truly loves.

“The way I look at it, he deserves to enjoy life in the best way possible and to have things I wouldn’t be able to get for him without his Wispact account. It’s special for me to take him to a concert or musical and watch him enjoy it so much. We recently saw a Broadway production of Frozen. It just brings him joy and happiness, and I think he deserves every minute of it,” Rosemary added.

Regarding Wispact staff, Rosemary said, “I’ve only had two issues and I called and they were corrected quickly. We have a great relationship with Amy Voss, our beneficiary specialist, she has been very easy to work with and we just sent her a picture of Jacob at a recent concert we attended.”

When asked what she would tell another family about Wispact, Rosemary said, “I would tell them that this is the safest way to preserve your funds and still get your Social Security. The funds are available to you whenever you need them, and the turnaround time to get your reimbursement is fast. I don’t know of another method of saving your Social Security except through a state fund like this. And it’s not difficult at all to enroll and then secure your reimbursements as they come up.”

“Wispact is really important for the future for Jacob, even if I’m not here to be that guardian for him,” Rosemary concluded.