We now offer 3 types 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 firstname.lastname@example.org or call (310)-773-9728 ext 2.
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
These are 3rd party special needs trusts that can be set up quickly easily with a minimum of funds to set up a financial planning tools for the future. They can be established with just $200 or more in assets, with the commitment of at least $20,000 coming later (e.g. from life insurance proceeds or as part of an estate plan). No funds can be disbursed until the $20,000 minimum is reached. There is a one-time enrollment fee is $600.