Contributions and Allocations Proudly Serving Persons with Disabilities for Over 30 Years

Contributions & Allocations in a Family Pooled Fund

Serving Clients in Florida & Nationwide

A family pooled fund is a valuable financial tool that allows families to contribute assets and funds for the benefit of a family member with a disability. Understanding how contributions and allocations work in such a fund is crucial for effective management and distribution of resources.

If you need assistance with contributions and allocations, call our Florida law firm at (727) 291-8046.

Family Pooled Fund Contributions

  • Financial Contributions: Family members can contribute cash, investments, real estate, or other valuable assets into the pooled fund. These contributions are consolidated to create a more substantial fund, enhancing investment opportunities.
  • Estate Planning Contributions: Incorporating the family pooled fund into estate planning allows for directed bequests and inheritances, ensuring continuous financial support for the family member with a disability even after the passing of the contributing family members.
  • Third-Party Contributions: Beyond immediate family, third parties such as friends or relatives can also contribute to the pooled fund, further strengthening the available financial support.
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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.