Undivided Resources
Parent Question
What is a pooled special needs trust?

What is a pooled special needs trust?

Published: Jul. 13, 2022Updated: Jul. 13, 2022

A pooled trust is a special needs trust that is operated by a company. The company serves in the role of trustee and carries out the terms of the trust. The pooled trust operates under an already-formed trust agreement, which means you don’t have the ability to make decisions about the terms of the trust. It also may include provisions that indicate what happens to the funds remaining in the trust (if any) after your child passes away. A pooled trust can be a great tool to use if your child unexpectedly receives some funds that would affect their qualification for benefits. The funds could be contributed to a pooled trust since a trust document would not have to be prepared from scratch by an attorney. This may be an efficient and cost-effective solution.

To learn more about special needs trusts, check out this article.

Join the Undivided Community to get more resources like this in your inbox


Promise Image
Each piece of content has been rigorously researched, edited, and vetted to bring you the latest and most up-to-date information. Learn more about our content and research process here.
A Navigator is your Partner at each turn
Every Undivided Navigator has years of experience supporting families raising kids with disabilities or parenting their own. Partner with an Undivided Navigator for a free Kickstart to learn first hand what support feels like!
Expert-driven content, guidance, and solutions.
Member events and office hours with real answers, plus access to our private parents' group.
Priority to begin a free Kickstart of the Undivided Support System with a dedicated Navigator.
“It’s so helpful to have one place that you can go to get many answers.”–Leeza Woodbury, with Navigator Kelly since 2020
*Currently offering Navigator Kickstarts to residents of California