Why choose us?
In order for a Pooled Trust program to provide you long-term security and investment performance a reasonable fee must be charged. Lower cost programs can be attractive but will they stay fiscally viable long term.
It is important to realize that most Non-Profit organizations do not have a core competency in investing or being a trustee. This can be important when petitioning the court to approve the use of a Pooled Special Needs Trust. We work with national investment firms and state banks with no proprietary products to be sure your funds are always safely invested.
We accept Pooled Special Needs trusts with:
- Annuities
- Medicare Set-asides
- Court Supervised (California only)
Your attorneys and settlement firm have teamed up to secure your settlement and have referred you to us because we take your needs seriously. You as a recipient of at least one “means-tested benefit,” such as Medicaid, Supplemental Security Income (SSI), or other governmental assistance program have limits on how much money you can make or how much money you can have at any given time. The Charities Pooled Trust program allows those funds to be uncountable so you can maintain your benefit eligibility.