The SMB Special Needs Pooled Trust
The SMB Special Needs Pooled Trust is a simple, lawful way to protect and preserve lump sum distributions received by SSI-qualified disabled individuals or Medi-Cal-qualified seniors. By joining the trust an individual can keep existing benefits while retaining access to the money for supplemental needs.

The SMB Special Needs Pooled Trust …
- Protects you from loss of existing benefits
- Allows the use of a lump sum distribution such as inheritance or settlement for your continuing supplemental needs
- Meets guidelines for both SSI and Medi-Cal recipients; it was created pursuant to 42 U.S.C.1396p(d)(4)(C) for persons with disabilities defined in SSA 42 U.S.C. 1382c(a)(3)
CALL TODAY to find out more how our Pooled Trust can make a positive difference in your life: 888.789.4589
TO BEGIN THE JOINDER PROCESS ONLINE