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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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."
    My family and I have been working with FND for almost 3 years now and the experience has been nothing but amazing.
    M.O.
    "FND has always been there for us, and we have always been able to count on them."
    I can’t thank her enough for her kindness, her genuineness, her promptness and professionalism.
    P.A.
    "It has made our situation less stressful under the circumstances."
    They take care of everything, leaving us more time to take care of my Mother who resides in a nursing home.
    B.M.
    "FND has been there for us during some of the best and most challenging times of our disability journey."
    I couldn’t be happier with the relationships we have at FND!
    L.M.
    "The associate that I deal with is always on top of things, which makes life so much easier."
    I’d definitely recommend FND to family and friends. You guys are awesome. Thank you FND.
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    "A wealth of information!"
    A wealth of information!
    Dee
    "Exceptional, kind, comforting and reassuring!"
    Amazing people with nothing but professionalism and humanism.
    J.D.
    "They are always there when we call or email and have such quick responses to our requests."
    I know they have our child's best interest at heart and we couldn't be more pleased with having someone we know we can trust guiding us along.
    T.R.

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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.