Support for Pooled Special Needs Trusts

POOLED SPECIAL NEEDS TRUST

ENRICHING THE 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.

Schedule your free initial consultation with Legacy Enhancement today—call us at (888) 988-5503 to get started.

What is a Pooled Special Needs Trust?

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.

By choosing to work with Legacy Enhancement, you gain access to an experienced team that is:

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

Legacy Enhancement Is Here to Help

At Legacy Enhancement, we are proud to offer the same expert level of pooled special needs trust administration normally found at much larger banks and trust companies. Our lower costs for establishing and maintaining trusts make us an attractive option for beneficiaries and their caretakers.

Contact us at (888) 988-5503 today to learn more about how we can assist you. We offer free consultations for all potential clients across the country!

Professionally managed and invested trusts
Our staff is complete with knowledgeable professionals to make sure your investment is handled wisely.
Capable of handling trusts of all sizes

Your family member or client will be cared for, no matter the size of the trust.
Ability to help maintain needs-based governmental assistance
We've got the experience you need to rest easy. We know what it takes, we'll take care of the rest.
Low trust establishment costs and maintenance fees
Since we are a non-profit, our only benefit is our clients success, meaning we are cost effective and won't break your bank.

LET US HELP

PRESERVE YOUR FUTURE

First Name
Please enter your first name.
Last Name
Please enter your last name.
Phone
Please enter your phone number.

This isn't a valid phone number.
Email
Please enter your email address.

This isn't a valid email address.
Are you a new client?
Please make a selection.
How can we help you?
Please enter a message.

* By providing my wireless phone number to Legacy Enhancement Trust, I agree and acknowledge that Legacy Enhancement Trust may send text messages to my wireless phone number for any updates, including marketing purposes. To review your case or provide additional details, click here. If prompted, please log in with your 8x8 username and password. Please note that standard messaging rates may apply, and you can opt-out of receiving text messages from Legacy Enhancement Trust at any time by following the provided opt-out instructions in the messages. Your privacy is important to us, and your information will be handled in accordance with our privacy policy.