Parenting Impossible – The Special Needs Survival Podcast

272: Pooled Trusts 101: What Every Special Needs Family Should Know


Listen Later

When it comes to protecting a loved one with disabilities, few decisions are as overwhelming as choosing the right trustee. But in a world of nonprofit pooled trusts, legal jargon, and alarming headlines about financial misconduct, how do you separate peace of mind from potential pitfalls?

In this episode of Parenting Impossible, I break down everything you need to know about Pooled Special Needs Trusts, from how they work to when they make sense. I share hard-earned wisdom as both a lawyer and a special needs parent, guiding you through what questions to ask, how to vet your options, and why sometimes the best Trustee choice isn't family, but a professional with heart and structure. You'll walk away not just more informed, but more empowered.

In this episode, you will hear:

  • What a Pooled Trust actually is, and who should consider one.

  • The difference between First-party and Third-party Special Needs Trusts.

  • What went wrong in the recent $100M nonprofit scandal (and how to avoid it).

  • Why transparency, independence, and communication are non-negotiable.

 

Engage with us:

25% off any courses, masterclasses and minisodes in Special Needs Academy here

Join our community: Circle of Care

Visit:  https://annettehines.com

Read Butterflies and Second Chances

LinkedIn: @annette-hines-snc 

Instagram: @parentingimpossible

Facebook: @SpecialNeedsCompanies

Twitter: @SpecialNeedsCo

 

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

 

...more
View all episodesView all episodes
Download on the App Store

Parenting Impossible – The Special Needs Survival PodcastBy Annette Hines

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

47 ratings


More shows like Parenting Impossible – The Special Needs Survival Podcast

View all
The Behavioral Observations Podcast with Matt Cicoria by Matt Cicoria

The Behavioral Observations Podcast with Matt Cicoria

636 Listeners

ADHD Experts Podcast by ADDitude

ADHD Experts Podcast

1,333 Listeners

ADHD reWired by Eric Tivers, LCSW, ADHD-CCSP

ADHD reWired

915 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,322 Listeners

Full-Tilt Parenting: Strategies, Insights, and Connection for Parents Raising Neurodivergent Children by Debbie Reber

Full-Tilt Parenting: Strategies, Insights, and Connection for Parents Raising Neurodivergent Children

977 Listeners

What Fresh Hell: Laughing in the Face of Motherhood | Parenting Tips From Funny Moms by Margaret Ables and Amy Wilson

What Fresh Hell: Laughing in the Face of Motherhood | Parenting Tips From Funny Moms

999 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

745 Listeners

Beautifully Complex by Penny Williams

Beautifully Complex

350 Listeners

Optimal Relationships Daily - Dating, Marriage and Parenting by Optimal Living Daily | Greg Audino

Optimal Relationships Daily - Dating, Marriage and Parenting

305 Listeners

Neurodiversity Podcast by Emily Kircher-Morris

Neurodiversity Podcast

421 Listeners

Sue Larkey Podcast - Autism (ASD), ADHD, ODD and PDA education by Sue Larkey

Sue Larkey Podcast - Autism (ASD), ADHD, ODD and PDA education

17 Listeners

Work + Life Harmony | Time Management, Organization and Planning for Overwhelmed Women by Megan Sumrell: Time Management and Productivity Coach

Work + Life Harmony | Time Management, Organization and Planning for Overwhelmed Women

231 Listeners

Uniquely Human: The Podcast by ART19    Uniquely Human

Uniquely Human: The Podcast

416 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

346 Listeners

The Special Needs Mom Podcast by Kara Ryska

The Special Needs Mom Podcast

117 Listeners