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Product

Pooled trust programs for people with disabilities: A guide for families

Center:

IL-Institute on Disability & Human Development, UCEDD/LEND

Fiscal Year:

2007

Contact Information:

RRTC Clearinghouse
[email protected]
800-996-8845

Product Description:

Pooled trusts enable families to pool their resources into a "master" special needs trust to protect their relatives' government benefits while increasing the total funds available for investment and reducing families' share of administrative costs. This publication's question-and-answer format provides a clear understanding of pooled trust programs and serves as a guide to help families and professionals evaluate this future planning option. It contains a directory of known pooled trust programs in the United States for people with disabilities and provides an overview of using various trusts as a financial planning tool.

Keyword(s):

Product/Publication Type(s):

Reports and monographs

Target Audience:

Alternative Format:

To Obtain Copies (URL or Email):

COVID-19 Related Data:

N/A

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