Types of Trusts Administered by The Center
The Center
Currently Administers the Following Types of Trusts.
- Special Needs Trusts, also called (d)(4)(A) trusts
because of where they are found in the Federal
Statute that authorizes them: 42 U.S.C. Section
1396p (d)(4)(A).
- Qualified Income Trusts, which are created
specifically to meet income cap requirements.
While not referred to as such, these trusts are
found at (d)(4)(B) in the Federal Statute.
- Pooled Trusts, which are also called (d)(4)(C) trusts
because of where they are found in the Federal
Statute that authorizes them: 42 U.S.C. Section
1396p (d)(4)(C). Pooled Trusts
have very specific requirements, and there are not
very many actually operating successfully across the
country. The Center has successfully
established Pooled Trusts across the the country,
and you can select from among several of these
Pooled Trusts by using the following links.
To download documents for joining The Florida Pooled
Trust, please click The
Florida Pooled Trust.
To download documents for joining The California
Pooled
Trust, please click The
California Pooled Trust.
To download documents for joining The Louisiana Pooled
Trust, please click The
Louisiana Pooled Trust.
To download documents for joining The
Massachusetts Pooled Trust, please click The
Massachusetts Pooled Trust.
To download documents for joining The
Michigan Pooled Trust, please click The
Michigan Pooled Trust.
To download documents for joining The New York Pooled
Trust, please click
The
New York Pooled Trust.
To download documents for joining The Nevada Pooled
Trust, please click
The
Nevada Pooled Trust.
To download documents for joining
The North
Carolina Pooled
Trust, please click
The
North Carolina Pooled Trust.
To download documents for joining
The Pooled
Trust of Minnesota, please click
The
Pooled Trust of Minnesota.
To download documents for joining
The Mississippi
Pooled Trust, please click
The
Mississippi Pooled Trust.
To download documents for joining
The Ohio Pooled
Trust, please click
The
Ohio Pooled Trust.
To download documents for joining
The Tennessee Pooled
Trust, please click
The
Tennessee Pooled Trust.
To download documents for joining
The Texas Pooled
Trust, please click
The
Texas Pooled Trust.
If you prefer to download documents for joining
THE
NATIONAL POOLED TRUST, please click
The
National Pooled Trust.
- You may also download documents for joining The
Alzheimer's Pooled Trust by clicking The
Alzheimer's Pooled Trust.
- The Center also administers The Florida Public
Guardianship Pooled Trust in conjunction with
The Foundation for Indigent Guardianship, Inc.
(FIG). FIG is a direct support organization
that is housed within the Florida Department of
Elder Affairs and its purpose is to raise moneys for
public guardianship in Florida.
To download documents for joining The Florida
Public Guardianship Pooled Trust, please click The
Florida Public Guardianship Pooled Trust.
- Third Party Special Needs Trusts, which better
allow families to create plans for meeting special
needs that fit within more traditional estate plans.
- A Master Third Party Pooled Trust, which allows
families with modest assets to create a plan for
meeting a loved one's special needs.
- Sole Benefit Trusts, which can be created for the
spouses of Medicaid recipients or their children
with a disability.
- Settlement Preservation Trusts, which can be
created to safeguard personal injury cash settlement
awards when it has become too late for a structured
settlement or when a guardianship or a structured
settlement is not advisable.
THE
CENTER
FOR
SPECIAL
NEEDS
TRUST
ADMINISTRATION,
INC.
4912 Creekside Drive
Clearwater, FL 33760
No material on
this website may be reproduced without prior written
permission. Copyright 2002.
E-mail
Questions to:
contact@sntcenter.org
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