
Nationwide Pooled Trust Services for Special Needs
Improving Lives of Individuals with Special Needs Nationwide
The Legacy Enhancement pooled special needs trust was created to manage funds for supplemental needs and assist in enriching the quality of life of our clients. Designed for individuals who have a disability or special needs and who have received money from a divorce, legal settlement, or inheritance, the pooled special needs trust can provide you and your loved ones with lasting security and ongoing support.
At Legacy Enhancement, our goal is to ease the burden of financial management and help our clients retain the governmental assistance they need.
Contact Us to Learn How Our Trust Services Can Help You—contact Legacy Enhancement at (888) 988-5503 for a free consultation.
What You Need to Know About Pooled Special Needs Trusts
Pooled special needs trusts, unlike other types of trusts, are managed by non-profit organizations, rather than a single trustee. With pooled trusts, each beneficiary has a separate established account. These accounts are pooled together for the purpose of trust management and investment. In self-settled trusts, otherwise known as (d)(4)(C) pooled trusts, the individuals with the disability/special needs, parent, guardian, grandparent, or a court establishes each subaccount. In such cases, the assets of the disabled or special needs person fund the trust.
There are many advantages to utilizing a pooled special needs trust, whether you are funding it with hundreds of thousands of dollars or a more limited amount.
Why Choose Legacy Enhancement for Your Pooled Trust Needs?
- Knowledgeable about various income and asset-related agency rules
- Capable of working with Medicaid and SSI on your behalf
- Attentive to the unique needs of disabled individuals and their caregivers
- Dedicated to easing the financial responsibility for beneficiaries and their loved ones
