Meurer & Potter Law Office, Denver, Colorado

Another option beyond the D4A or Special Needs Trust is the Pooled Trust. At the Meurer & Potter Law Office in Denver, we can help you choose the right option to ensure the health and well-being of a child or loved one with special needs after you pass away.

Like a D4A Trust, assets in a Pooled Trust are kept out of the equation used to determine a loved one’s eligibility for government benefits such as SSI or Medicaid. However, instead of naming a trustee, assets are managed as part of a group trust run by a non-profit organization. This may be a good option if you don’t have a substantial amount of money to put into an individual trust. By choosing a reputable and experienced organization, the funds you contribute to the pool will be invested and potentially provide your loved one with more financing than what you put in.

Many Pooled Trust organizations are operated by relatives and advocates of people with disabilities, so they understand the gravity of their responsibility. They’re also very knowledgeable and careful about government program eligibility rules and will ensure there are no conflicts with funds.

Of course, Pooled Trusts are not guaranteed to produce. Some are run poorly and funds mismanaged. By coming to the Meurer & Potter Law Office in Denver, we can help you decide if a Pooled Trust is the right fit for your special needs planning. We can also advise you on the most reputable organizations.

Call or contact our offices to schedule your free consultation: 303-991-3544