Pooled Trust Solutions

www.pooledtrustservices.com

The founders of the Pooled Trust Solutions (PTS) are among the nation’s leading experts on public benefit preservation techniques and trust solutions for personal injury settlements. PTS was created to assist attorneys who need to advise clients to consider creating a trust because they are about to receive a settlement in a mass tort action or a personal physical injury suit. Our trust solutions can assist injury victims in a number of different situations they may find themselves in at settlement. In order to protect eligibility for needs based public benefits such as SSI/Medicaid, a special needs trust should be considered. Similarly, if a client is eligible for Medicare benefits then a Medicare Set Aside Trust should be considered. Lastly, if a client is disabled and needs help protecting their recovery, a Settlement Management Trust might be an appropriate solution. While this is a difficult reality to face for clients, turning a settlement over to a trustee of a trust, it is what is required by federal/state law to remain eligible for needs-based benefits and Medicare benefits. We are here with the information and tools to make a difficult decision as easy as possible. By placing settlement monies in a pooled trust, a client can choose how to use the money for items and services they need/want. PTS is committed to providing injury victims with the best possible service, flexibility, compassion, and understanding when it comes to administration of their pooled trust. Our mission is to treat every trust beneficiary with the dignity and respect they deserve. Our trust team is here to serve our beneficiaries and look forward to working with you, your client, their family and other professional advisers.

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The founders of the Pooled Trust Solutions (PTS) are among the nation’s leading experts on public benefit preservation techniques and trust solutions for personal injury settlements. PTS was created to assist attorneys who need to advise clients to consider creating a trust because they are about to receive a settlement in a mass tort action or a personal physical injury suit. Our trust solutions can assist injury victims in a number of different situations they may find themselves in at settlement. In order to protect eligibility for needs based public benefits such as SSI/Medicaid, a special needs trust should be considered. Similarly, if a client is eligible for Medicare benefits then a Medicare Set Aside Trust should be considered. Lastly, if a client is disabled and needs help protecting their recovery, a Settlement Management Trust might be an appropriate solution. While this is a difficult reality to face for clients, turning a settlement over to a trustee of a trust, it is what is required by federal/state law to remain eligible for needs-based benefits and Medicare benefits. We are here with the information and tools to make a difficult decision as easy as possible. By placing settlement monies in a pooled trust, a client can choose how to use the money for items and services they need/want. PTS is committed to providing injury victims with the best possible service, flexibility, compassion, and understanding when it comes to administration of their pooled trust. Our mission is to treat every trust beneficiary with the dignity and respect they deserve. Our trust team is here to serve our beneficiaries and look forward to working with you, your client, their family and other professional advisers.

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Country

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State

Florida

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City (Headquarters)

Orlando

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Employees

1-10

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Founded

2009

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Social

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Potential Decision Makers

  • Executive Director

    Email ****** @****.com
    Phone (***) ****-****

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