Services Offered by Affiliate Organizations:
- First Party Pooled SNT
- Third Party Pooled SNT
- Pooled Minors Trust (for minors not disabled, no benefits protection)
- Pooled Preservation Trust (for competent adults receiving litigation proceeds)
- Pooled Support Trust (estate planning tool for competent adults)
- Pooled Education Trust (funded by school districts)
- Standalone 1st & 3rd Party Trusts
- Charitable Remainder Trusts, Annuities, and other financial products
- Case management services
- Court-appointed guardianship services
- Court-appointed conservatorship, POA’s, and healthcare representation
Affiliate Organizations