FUELING GOALS AND PROVIDING PEACE OF MIND

Whether a person is awarded money during a settlement, receives an inheritance, or preparing to transfer their wealth, our Pooled Trusts can be a great solution – No matter the amount.

OUR MISSION

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At Secured Futures, we help children and adults maintain their government benefits, protect their money and manage their spending.

As a national nonprofit organization, we are committed to providing professional pooled trust administration services.

OUR POOLED TRUSTS

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Special Needs Trust

MAINTAIN GOVERNMENT BENEFITS

Support for children and adults with disabilities, ensuring needs-based government benefit eligibility.

DESIGNED FOR:

  • Minors and adults with disabilities

  • Receivers of needs-based government benefits

  • Recipients of personal injury settlements

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Minor’s Trust

FOR THE SOLE BENEFIT OF A MINOR

Oversight and management of funds until a minor reaches a designated age – often age 18, 21, or 25.

DESIGNED FOR:

  • Minors who receive an inheritance outright

  • Minors who receive a settlement

  • Requires a court order

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Preservation Trust

INCOME AND SPENDTHRIFT PROTECTION

Steady income for adults, while protecting their remaining funds from unintended or wasteful use.

DESIGNED FOR:

  • Recipients of personal injury settlements

  • Family members who want to leave assets to an adult family member

  • Wealth and asset protection

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Support Trust

WEALTH TRANSFERS

Estate-planning tool that allows an individual to transfer their wealth to family members.

DESIGNED FOR:

  • Paying for someone’s health, education, maintenance, and/or support

  • Recipients of personal injury settlements

  • Adults and minors who receive an inheritance

GET MORE INFO

Learn more about our Trust Services and get updates from Secured Futures