Meeting Our Clients' Needs with Compassion 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 (800) 997-9109. 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 (800) 997-9109 to discuss our Family Pooled Fund and how FND Trust Services can assist you in Florida and throughout the U.S.

Our Clients Are Our First Priority

Read Their Stories
  • “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.”

    M.O.

  • “FND has been there for us during some of the best and most challenging times of our disability journey.”

    L.M.

  • “It has made our situation less stressful under the circumstances.”

    B.M.

  • “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.”

    S. K.

  • “Exceptional, kind, comforting and reassuring!”

    J.D.

  • “FND has always been there for us, and we have always been able to count on them.”

    P.A.

  • “They are always there when we call or email and have such quick responses to our requests.”

    T.R.

  • “A wealth of information!”

    Dee

  • “The associate that I deal with is always on top of things, which makes life so much easier.”

    F.F.

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