Family Pooled Fund Proudly Serving Persons with Disabilities for Over 30 Years

Family Pooled Fund

Comprehensive Trust Services in Florida & Nationwide

FND Trust Services has extended the benefits of being able to participate in a pooled trust to family members and friends of persons with disabilities who wish to contribute their own money to a trust for a loved one with disabilities. With a dedicated team of professionals passionate about providing comprehensive trust services, we offer our assistance to those in Florida and across the U.S.

Our Family Pooled Fund is a pool of third-party special needs trusts – trusts established by someone other than the person with disabilities. Special needs trusts protect assets while preserving eligibility for public benefits, since a person with a disability may be entitled to SSI or Medicaid, now or in the future. The funds from all participants are pooled together for money management purposes, to be able to get the most benefit from the financial marketplace.

To find out more about how to participate in our Family Pooled Fund, give us a call at (727) 291-8046. We’re committed to the highest quality trust administration, communication, and transparency.

What Is the Family Pooled Fund?

Just as with the FND National Pooled Trust, the funds from all participants in the Family Pooled Fund are gathered together. This translates to improved investment, money management, and professional trust administration, in a single pool, as well as greater ease in preserving assets.

The Family Pooled Fund offers the following key advantages:

  • Those participating in the pool get the benefits enjoyed by members of the National Pooled Trust – including professional trustee and money management services.
  • Since these funds do not belong to the beneficiary with disabilities, there is no payback requirement to Medicaid and no Medicaid lien attached to the funds.
  • This provides families with maximum flexibility in planning for the future for their loved one with disabilities.

Take steps to ensure a more stable future; contact us at (727) 291-8046 to discuss our Family Pooled Fund and how FND Trust Services can assist you in Florida and throughout the U.S.

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Our Clients Are Our First Priority

Read Their Stories
    "Exceptional, kind, comforting and reassuring!"
    Amazing people with nothing but professionalism and humanism.
    J.D.
    "FND has been there for us during some of the best and most challenging times of our disability journey."
    I couldn’t be happier with the relationships we have at FND!
    L.M.
    "The associate that I deal with is always on top of things, which makes life so much easier."
    I’d definitely recommend FND to family and friends. You guys are awesome. Thank you FND.
    F.F.
    "I am so lucky that during one of the hardest times for my family and I they have made things the least stressful as possible to make sure my son has all his needs met."
    My family and I have been working with FND for almost 3 years now and the experience has been nothing but amazing.
    M.O.
    "At Family Network the client comes first, which is why I am proud to be a part of an organization that puts my child needs first in every way that's important to me."
    Family Network is a team-oriented workplace that takes pride in serving its clients
    S. K.
    "A wealth of information!"
    A wealth of information!
    Dee
    "They are always there when we call or email and have such quick responses to our requests."
    I know they have our child's best interest at heart and we couldn't be more pleased with having someone we know we can trust guiding us along.
    T.R.
    "FND has always been there for us, and we have always been able to count on them."
    I can’t thank her enough for her kindness, her genuineness, her promptness and professionalism.
    P.A.

Contact FND Trust Services Today!

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Why FND Trust Services?

Florida Trust Services You Can Count On
  • Quick Response
    Our goal is to make sure that our beneficiaries have access to funds that they need, when they need them, with as little difficulty as possible.
  • Service
    We provide a “no mess, no fuss” solution to special needs trust administration for our beneficiaries and the professionals who serve them.
  • Transparency
    We offer beneficiaries and their representatives instant access to balance and account information. We also provide monthly statements and annual accounting.
  • Stability
    FND has been in existence for over 30 years. We have many programs including Federal and State grants for persons with disabilities, their families, and those who serve them.
  • Accountability
    Since we are fortunate to receive a number of Federal and State grants, we are required to have annual independent audits of all our programs and operations.
  • Independent Financial Management
    We retain independent financial advisors, money managers, and custodians, who all serve at the discretion of the Trustee in an arm’s-length relationship.