National PLAN Alliance
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The PowerPoint provides a brief introduction to a Pooled Trust. It addresses: the enabling legislation its value to people with disabilities, organizations and the community It is designed to: introduce families, boards of directors, care givers to the value of a Pooled Trust educate about the enabling legislation begin a dialogue about the possibility of using or operating a Pooled Trust |
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Pooled Trust Options
A Guidebook
Written by Elder Law Attorney,
Renee C. Lovelace, MBA,JD,CELA
Published by the National PLAN Alliance
With a grant from the
Center for Special Needs Trust Administration, Inc.
The purpose of this guide:
· To serve the best interest of people with disabilities
· To provide as much guidance as possible to those who offer a pooled trust option
· To increase success and sustainability for pooled trusts