A community resource provided by:
Needs Planners
Your Resource for Special Needs Planning
Directory of Pooled Trusts
Medicaid and SSI law permit "(d)(4)(C)" or "pooled trusts" for beneficiaries with special needs. Such trusts pool the resources of many beneficiaries, and those resources are managed by a non-profit association. Unlike individual disability trusts, which may be created only for those under age 65, pooled trusts may be for beneficiaries of any age and may be created by the beneficiary herself.
In addition, at the beneficiary's death the state does not have to be repaid for its Medicaid expenses on her behalf as long as the funds are retained in the trust for the benefit of other disabled beneficiaries. (At least, that’s what the federal law says; some states require reimbursement under all circumstances.) Although a pooled trust is an option for an individual over age 65 who is receiving Medicaid or SSI, those over age 65 who make transfers to the trust may incur a transfer penalty, depending on their state of residence.
Following is a listing of pooled trusts around the nation.
This list will be supplemented as we learn of additional pooled trusts.
Alabama
Alaska
Arizona
Arkansas
California
- California Pooled Trust
- Commonwealth Community Trust
- Golden State Pooled Trust
- Good Shepherd Fund
- PLAN of California
- Special Needs Trust Foundation
- The Master Trust of California
- Secured Futures Pooled Trust
Colorado
Connecticut
Delaware
District of Columbia
- Securet Trust
- Shared Horizons, Inc.
- Secured Futures Pooled Trust
- Personal Support Trust - Arc of Northern Virginia
Florida
- ARC Miami
- The Guardian Pooled - Travis Finchum, Esq.
- Commonwealth Community Trust
- Settlement Solutions National Pooled Trust
- Florida Pooled Trust
- Alpert Jewish Family + Children’s Service
- Advocates & Guardians for the Elderly & Disabled
- Secured Futures Pooled Trust
- Securet Trust
Georgia
Hawaii
Idaho
Illinois
- Charities Pooled Trust
- Life's Plan Pooled Trust
- Midwest Special Needs Trust
- ELCA Endowment Fund Pooled Trust
- DayOne Reliance Inc.
Indiana
Iowa
Kansas
Kentucky
Louisiana
- Evergreen Presbyterian Pooled Special Needs Trust
- Louisiana Pooled Trust
- Secured Futures Pooled Trust
Maine
Maryland
- Shared Horizons, Inc.
- Commonwealth Community Trust
- Secured Futures Pooled Trust
- Personal Support Trust - Arc of Northern Virginia
Massachusetts
- Berkshire County ARC Master Special Needs Pooled Trust
- Charities Pooled Trust
- PLAN of Massachusetts
- JFCS Disabilities Trust
- Massachusetts Pooled Trust
- Planned Lifetime Assistance Network of Massachusetts (formerly MARC Trust)
- Secured Futures Pooled Trust
- Family Trust of Massachusetts
Michigan
- Michigan Preservation Trust
- Springhill Housing Corporation
- Commonwealth Community Trust
- ARC of Midland
- ARC of Western Wayne
- Friends of CLS
- Pooled Special Needs Trust from United Cerebral Palsy of Michigan
- Michigan Pooled trust
- Elder Law of Michigan
- Life's Plan
- Secured Futures Pooled Trust
Minnesota
- Charities Pooled Trust
- Minnesota Pooled Trusts
- The Pooled Trust of Minnesota
- Secured Futures Pooled Trust
Mississippi
Missouri
- Securet Trust
- Charities Pooled Trust
- Midwest Special Needs Trust
- Life's Plan
- ARCare Trust Program
- Secured Futures Pooled Trust
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
- Securet Trust
- Life's WORC
- Commonwealth Community Trust
- AHRC
- Charities Pooled Trust
- NYSArc Pooled Trust
- FEGS Community Trust
- Westchester Arc Foundation Community Trust 1 and Community Trust 2
- CLC Supplemental Needs Pooled Trust
- Secured Futures Pooled Trust
North Carolina
- Arc of North Carolina Life Plan Trust
- Charities Pooled Trust
- Commonwealth Community Trust
- North Carolina Pooled Trust
- Secured Futures Pooled Trust
North Dakota
Ohio
- Community Fund Management Foundation Pooled Trusts
- Commonwealth Community Trust
- The Disability Foundation Pooled Trusts
- Ohio Pooled Trust
- McGivney Pooled Special Needs Trust
- Secured Futures Pooled Trust
- Securet Trust
Oklahoma
Oregon
- Arc of Oregon SpecialNeeds Trust
- Charities Pooled Trust
- The Good ShepherdFund
- Secured Futures Pooled Trust
Pennsylvania
- Securet Trust
- Berks CommunityTrust
- Commonwealth Community Trust
- ARC Community Trustof PA
- Achieva FamilyTrust
- Charities Pooled Trust
- Secured Futures Pooled Trust
Rhode Island
South Carolina
- Securet Trust
- Commonwealth Community Trust
- ww.babcockcenter.org
- www.fcdsn.org
- Secured Futures Pooled Trust
South Dakota
Tennessee
- Tennessee Pooled Trust
- Midwest Special Needs Trust
- Commonwealth Community Trust
- Secured Futures Pooled Trust
- Securet Trust
Texas
Utah
Virginia
- Securet Trust
- Charities Pooled Trust
- Commonwealth Community Trust
- Norfolk Community Trust (PDF)
- Personal Support Trust - Arc of Northern Virginia
- Secured Futures Pooled Trust
Washington
West Virginia
Wisconsin
Wyoming
National/Regional Organizations
- ARCare
- Future Planning Resources from The Arc
- The Center for Special Needs Trust Administration
- Florida Guardianship Pooled Trust
- Guardian Pooled Trust
- Midwestern Special Needs Trust
- National Planned Lifetime Assistance Network
- National Pooled Trust
- World Institute on Disability: Information on Special Needs Trusts
- Family Network on Disabilities National Pooled Trust
- Family Network on Disabilities Family Pooled Trust
- Commonwealth Community Trust
Publications
Heartfelt stories from those who live with the challenges and joy of people with special needs.
more »
Free monthly
E-Newsletter
Stay up-to-date on current special needs developments and legislation.