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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.
Family Pooled Fund FAQs
What are the primary uses of a family pooled fund?
Family pooled funds are commonly used for wealth preservation, investment management, charitable giving, and shared expenses such as maintaining a family vacation property or starting a business.
How is a family pooled fund structured?
The fund is typically established through a legal trust document, which outlines the roles and responsibilities of trustees and beneficiaries. It specifies contribution requirements, investment strategies, and distribution protocols.
What are the tax benefits of a family pooled fund?
Tax advantages depend on the jurisdiction and fund structure. These may include simplified tax filings through consolidated reporting, tax-deferred growth opportunities, and deductions for philanthropic contributions.
Who manages a family pooled fund?
Management is typically handled by a trustee or a professional fiduciary to ensure the fund operates according to its terms. Investment advisors or financial planners can also be engaged to oversee the fund’s portfolio.
Can a family pooled fund be customized?
Yes, these funds are highly customizable. Families can tailor the trust document to reflect their unique goals, investment preferences, and distribution methods, whether prioritizing income generation, asset preservation, or growth.
What are the risks involved?
Family pooled funds carry potential risks, including disputes among beneficiaries, investment losses due to market fluctuations, and challenges in complying with trust and tax laws without expert guidance.
How do I establish a family pooled fund?
Setting up a family pooled fund involves consulting an experienced attorney to draft the trust agreement, defining goals, selecting a trustee, transferring assets into the fund, and ensuring ongoing management with regular reviews and adjustments.
What is the role of FND Trust Services in family pooled funds?
At FND Trust Services, we provide comprehensive legal and financial support for setting up, managing, and maintaining family pooled funds. Our team offers personalized advice to ensure the fund aligns with your family’s goals while adhering to legal requirements.
How do I get started with FND Trust Services?
To begin, contact our team to schedule a consultation. We will assess your needs, answer any questions, and guide you through the process of establishing a family pooled fund.
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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