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  • Choosing the right pooled trust is important.

    By the time you have resolved a client’s case, you have worked long and hard to secure the best possible outcome for him or her. Our job starts where your job ends. At Settlement Solutions National Pooled Trust, we have a variety of pooled trust solutions to assist you in protecting your client. For clients that are disabled and eligible for Medicaid and/or SSI, they can use the pooled special needs trust to protect their future eligibility (SSNPT). For those that are eligible for Medicare and wanting to set aside funds in an MSA, they can use our pooled Medicare Set Aside administration trust solution (SSMSAPT). If a client has both Medicaid and Medicare, they are dual eligible and can establish a set aside inside of a special needs trust to keep all benefits intact (SSNPT MSA). Lastly, for clients who are looking for a low cost settlement trust solution we have a pooled settlement management trust that can be utilized (SMNPT). The trust is perfect for minors cases as an alternative to a guardianship and can make future lump sum payments at specified times. It also works well for those who are legally incompetent and need someone to manage their financial affairs.

    Any and all of our trusts can be paired with a structured settlement to leverage a tax-free income stream with the flexibility of a trust. When a structured settlement is paired with the trust, it prevents the structured settlement from being sold to factoring companies. A win/win for protecting clients.

     

    Contact Us to select the pooled trust that is right for your client.

Testimonials

Many of my clients have joined or have helped a family member join the Settlement Solutions National Pooled Trust. My experience working with this pooled trust has always been very positive.

Derek B. Alvarez, Tampa, FL

The Settlement Solutions National Pooled Trust are user friendly, fast, efficient and most importantly cost effective.

Anthony F. Diecidue, Esq., Tampa, FL

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