Trust III – Pooled Trust (for Age 65 and Over)
Funded with assets that are entirely those of the beneficiary
Designed specifically for individuals age 65 and over, a Trust III – Pooled Trust is funded with assets that are entirely those of the Beneficiary. Most often a Trust III – Pooled Trust is established when an individual age 65 or over has a disability determination and has assets that would prevent or disqualify them from receiving public benefits. A Trust III – Pooled Trust is often funded with personal assets or benefits accrual. Through the Trust III – Pooled Trust, Beneficiaries each have a separate account, however, the accounts are pooled for investment and management purposes.
Trust Handbook
A comprehensive guide for families, individuals with disabilities and attorneys. Discover which Life Navigators trust is right for you.
Legal Documents: Trust III – Pooled Trust (for Age 65 and Over)
Families must retain an attorney to draft the Trust documents and establish a Trust account. Attorneys may complete our fillable PDF documents here.
Additional Information
Trust Fees
Request for Disbursement
Frequently Asked Questions
Are you interested in receiving a hard copy of our Trust Handbook? Do you have questions regarding our Life Navigators Trust Program or fees? Please contact us at 414-774-6255 or trust@lifenavigators.org.