Skip to Content
We are fully operational and available for both in-person and remote meetings. Please click here to see a Letter from Solkoff Legal, P.A. regarding the Coronavirus pandemic.
Updates from Solkoff Legal

What is a “Pooled” Special Needs Trust?


A “Pooled” Special Needs Trust is a big master trust which has many sub-trusts joined to it. Pooled special needs trusts have many of the same characteristics as individual special needs trusts but there are some significant differences. Like an individual special needs trust, a pooled special needs trust exempts trust assets from being counted towards eligibility for Medicaid and other needs-based benefits.

If a disabled person places many into a pooled trust sub-account, that money should not be counted as an available resource when the government is determining eligibility for needs-based benefits. By law, pooled trusts must be run by a not-for-profit trustee.

Lawyers with Solkoff Legal, P.A. have worked with eligible not-for-profit corporations in the creation and administration of pooled special needs trusts and have represented many disabled individuals in the use of a pooled trust. Because a pooled special needs trust commonly administers many sub-accounts at the same time, there are sometimes great efficiencies based upon economies of scale. Solkoff Legal, P.A. will help you evaluate the pooled trust option and many other options available to meet the special needs of our clients.

    Solkoff ResourcesWELCOME

    Because each person’s case is different, because laws and rules change rapidly, because different states can have different laws and because this article was not written as legal advice, you should not rely upon this article or any other resources on as legal advice. You may link to the articles and pages on If you wish to post, copy or distribute the articles or any portion thereof, we invite and require you to first obtain written consent from Solkoff Legal, P.A. All articles are Copyright :copyright: Solkoff Legal, P.A. unless otherwise stated.

    Solkoff Legal is Board Certified by The Florida Bar.

    Board certification recognizes attorneys’ special knowledge, skills, and proficiency in various areas of law, professionalism, and ethics. Solkoff lawyers are Florida Bar Board Certified Specialists in Elder Law.

    Solkoff Legal is a member of the National Academy of Elder Law Attorneys, Inc.

    NAELA is a non-profit organization that assists lawyers, bar organizations, and others. Their mission is to educate, inspire, serve, and provide community to attorneys with practices in special needs and elder law.

    The logo for The American College of Trust and Estate Counsel.

    ACTEG fellowship is awarded based on exceptional skill & reputation. Lawyers must have more than 10 years experience in the practice of probate & trust law or estate planning–knowledge crucial in practicing elder law.

    Solkoff Legal is a member of the Elder Care Matters Alliance.

    Resource for elder and senior care experts with information & answers about a wide range of eldercare-related matters. Their primary areas of focus are elder law attorneys, home care providers, and senior living.

    The logo for Super Lawyers.

    Super Lawyers is a rating service of outstanding lawyers who have attained a high degree of peer recognition & professional achievement. Solkoff Legal has been recognized as experts in elder law, estate planning & probate.