Pooled Trusts

Directory of Pooled Trusts

Browse our listings of pooled trusts around the nation.

Special Needs News

When Life Changes, the Social Security Administration Needs to Know

There are some times when an SSI or SSDI beneficiary is responsible for notifying the government of a change in his or her life. Missing a required notification could result in a loss of benefits.
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As Tax Time Nears, Don't Go It Alone

Unless you are a CPA, you should never prepare an income tax return for a special needs trust. Instead, call your special needs planner to discuss what needs to be done.
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The Importance of Planning

Among the many challenges facing parents of children with special needs is planning for the time when the parents will no longer be around to act as the primary caregivers. Advance planning by parents can make all the difference in the life of the child with special needs, as well as for siblings who may be left with caretaking responsibilities.

This site explains general legal strategies for protecting children with special needs and links families with members of the Academy of Special Needs Planners, qualified attorneys who can address their legal concerns and help them put effective plans in place.

All the Bunnies

Heartfelt stories from those who live with the challenges and joy of people with special needs.
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A community resource for
special needs planning

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ASNP Member Spotlight

Sarah Clingman

Sarah Clingman

Columbia, SC
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Memorandum of Intent

Memorandum of Intent

Download a copy of our Memorandum of Intent