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 a number of Pooled Trusts that have been established pursuant to 1396p(d)(4)(C), and you can select from among several of these Pooled Trusts by using the following links.
  
  The Florida Pooled Trust: The Florida Pooled Trust.
  
  The California Pooled Trust: The California Pooled Trust.
  
  The Georgia Community Pooled Trust: The Georgia Community Pooled Trust.
  
  The Hawaii Pooled Trust: The Hawaii Pooled Trust.
  
  The Kentucky Pooled Trust: The Kentucky Pooled Trust.
  
  The Louisiana Pooled Trust: The Louisiana Pooled Trust.
  
  The Massachusetts Pooled Trust: The Massachusetts Pooled Trust.
  
  The Michigan Pooled Trust: The Michigan Pooled Trust.
  
  The New York Pooled Trust: The New York Pooled Trust.
  
  The Nevada Pooled Trust: The Nevada Pooled Trust.
  
  The North Carolina Pooled Trust: The North Carolina Pooled Trust.
  
  The Pooled Trust of Minnesota: The Pooled Trust of Minnesota.
  
  The Mississippi Pooled Trust: The Mississippi Pooled Trust.
  
  The Ohio Pooled Trust: The Ohio Pooled Trust.
  
  The Tennessee Pooled Trust: The Tennessee Pooled Trust.
  
  The Texas Pooled Trust: The Texas Pooled Trust.
  
  THE NATIONAL POOLED TRUST: The National Pooled Trust.
  
  The Alzheimer's Pooled Trust: 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 funds for the support of public guardianship in Florida.  As a long-time supporter and contributor to public guardianship programs, the Center is pleased to provide its administrative services in partnership with FIG.
  
  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

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