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A quicker, more affordable way to protect your future.
A Pooled Trust (also known as a (d)(4)(C) trust) is a special needs trust created by Social Security legislation in 1993. It requires a non-profit trustee. ACHIEVA Family Trust provides you with enhanced investment opportunities by combining your assets with other individuals. However, we continue to account for your assets separately.
If you are an individual with a disability or a parent, grandparent or legal guardian of an individual of a disability, you can establish a Pooled Trust. The court can also establish a Pooled Trust.
Assets in the Pooled Trust are used for the sole benefit of the individual with a disability to improve his or her quality of life. These assets are combined (or “pooled”) for investment purposes, so the trustee can have greater investment options. The trustee maintains separate accounts for each beneficiary. Any remaining funds when the beneficiary passes away are placed in our Charitable Residual Account, which benefits people with disabilities.