Who Needs a Trust?

Would my client benefit from a Pooled Special Needs Trust?

  • Is your Client disabled pursuant to the Social Security Administration’s definition of disability?
  • Is your client receiving needs based government benefits such as Supplemental Security Income (SSI)
  • Is your client receiving state Medicaid benefits?
  • Is your client receiving Social Security Disability Income (SSDI) and Medicare as a result of an injury and looking to preserve future state Medicaid benefits?

If your client is disabled and receiving any combination of the above benefits, a special needs trust may preserve these benefits. Click here for more information.


Would my client benefit from a Minors Pooled Trust?
  • Is your client a minor child receiving a settlement from an accident claim?
  • Is your client a minor child receiving a settlement from a wrongful death of a parent claim?
  • Is your client a minor child receiving an inheritance or proceeds from a life insurance policy?

If your client is a minor child receiving funds from any type of settlement or source they may benefit from a Pooled Minors Trust Account. Click here for more information.


Would my client benefit from a Compensatory Education Pooled Special Needs Trust?

  • Is your client a student at public school and receiving education under the Individual with Disabilities Education Act (IDEA)?
  • Is your client receiving funds from a settlement with a school district for failing to provide a Free and Appropriate Public Education (FAPE)?
  • Is your client disabled pursuant to the Social Security Administration’s definition of disability?

If your client is receiving funds from a School District, an Educational Pooled Trust may be the right choice. Click here for more information.