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Supplemental Needs Trusts

May 20, 2008

Alternative to Free-standing Trust

Pooled Trust (d-4-C Trust) (Aug. 1993)

Funds pooled for management purposes under common trust agreement with joinder

No age requirement

Created by disabled person, parent, grandparent, legal guardian, or court

Trust assets exempt during life

Government reimbursement at death  

Factors to consider

Account minimums

Trustee of pooled trust may retain investment control

Some pooled trusts dictate disposition of assets after disabled person’s death and government reimbursement

Fees

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