Trusts

Trusts

Secured Futures has created five pooled trust solutions.

Special Needs Trust

Special Needs Trust

The Special Needs Trust is for for those, who are disabled and are seeking to protect government benefits. Read more…


Minors Trust

Minors Trust

This Trust is for minor children who are not disabled, who receive funds as the result of a minor’s compromise settlement or other means and cannot hold the funds in their own name by virture of their minority. Read more…


Educational Trust

Education-Trust

The Secured Futures Educational Pooled Trust is designed to receive funds from School Districts on behalf of disabled students who are receiving funds from a compensatory education action. Read more…


Preservation Trust

The Pooled Preservation Trust is a flexible trust option designed to comply with Court Orders and/or voluntary spendthrift protection needs associated with the receipt of legal settlements or other financial allocations. Read more…


Pooled Support Trust

Pooled-Support-Trust

The pooled Support Trust is solely for the benefit of the named beneficiary, and if the beneficiary is a minor the trust funds are not intended to relieve a parent or guardian of his or her duty to support the minor beneficiary. The inclusion of the Support Trust in one’s estate plan provides each grantor with the assurance of oversight of a professional trustee to ensure the grantor’s wishes are satisfied. The use of a corporate trustee also avoids the family discord that frequently occurs when a family member is names as trustee. Read more…