Pooled Special Needs Trusts: What They Are & How They Help

Have you heard the term “pooled trust” and wondered what it is or how it may help with planning the long-term financial security of your loved one with a disability?

A pooled special needs trust is a tool that may help to protect assets while maintaining eligibility for crucial benefits. Many families aren’t sure how pooled trusts work, when to use them, or how they differ from other special needs trusts.