Pooled Trust Options
Written by Elder Law Attorney,
Renee C. Lovelace, MBA,JD,CELA
Published by the National PLAN Alliance
With a grant from the
Center for Special Needs Trust Administration, Inc.
The purpose of this guide:
· To serve the best interest of people with disabilities
· To provide as much guidance as possible to those who offer a pooled trust option
· To increase success and sustainability for pooled trusts
A Life Planning Workbook
The Life Planning Workbook is is the first document you need to guide you through the planning process for the care of a loved one with a life-long disability.
The Life Planning Workbook is the perfect tool to help you gather all the important information you need before you sit down to plan with a Pooled Trust administrator or attorney or financial planner.
The Life Planning Workbook is a tool designed to guide a family through the planning process that will insure a quality of life for a loved one with a life-long disability when a family is no longer able or available to provide care and support.
The Workbook can be ordered as a notebook with the pages printed out
To Preview the first 5 pages
BOTH TOOLS can be purchased by contacting us