We are pleased to now offer our pooled special needs trust services. To learn more about these services and to enroll, please see the documents below. If you have any questions or would like the enrollment materials sent to you via mail, please do not hesitate to email us at email@example.com or call (310)-773-9728.
First Party Pooled Trust
This type of trust is set up with funds that the beneficiary receives from a legal settlement, inheritance, wages over the SSI monthly maximum, or some other unanticipated event, such as winning the lottery. Click below to see the enrollment materials.
Third Party Pooled Trust
This type of trust is set up by a parent or grandparent for the sole benefit of the beneficiary with a disability. Click below to see the enrollment materials.
Future Funded Pooled Trust
This type of trust is similar to the third party trust but instead of being funded immediately, the trust will be funded in the future, usually upon the happening of a specific event. Click below to see the enrollment materials.