A Pooled Special Needs Trust (PSNT) is a cost effective and convenient way to set aside and preserve funds for individuals with special needs. Establishing a PSNT protects eligibility for Medicaid and SSI and can be a way to manage funds for people who may not be able to manage on their own. You’ll learn about PSNT types, how they work, how the funds in the trust can be used, and how to set one up. Minimum funding requirements are as low as $5,000 and administration and investment fees are lower than you might think. Join us for this informative webinar to learn more.

Presenter: Joanne Marcus, MSW, is the Executive Director of Commonwealth Community Trust (CCT), a nonprofit organization operating nationwide that provides first-party and third-party pooled special needs trust administration services for individuals with special needs.

Pooled Special Needs Trust Planning – What Families Need to Know from United Spinal Association on Vimeo.