Why is a Pooled Trust worth considering?

  1. Home
  2. Denver Attorney
  3. Why is a Pooled Trust worth considering?
Elder Law in Denver

Why is a Pooled Trust worth considering?

If you have a loved one who has special needs, or you want to ensure that your child’s well-being is looked after should you pass away, then a Pooled Trust is worth considering. As with the D4A Trust, assets held in this way are not part of the equation to determine that person’s eligibility for benefits such as Medicaid or SSI.

With a pooled trust, the asset management activities are run by a non-profit organization, rather than by a named trustee. It’s a popular choice in situations where there is not a substantial amount of funds available to be placed in an individual trust.

To talk about this option with our team at Meurer Law Offices, your Denver estate planning law firm, call us on 303-991-3544…

Menu