d4c – (d)(4)(C)

By: Martin M. Shenkman, CPA, MBA, JD

(d)(4)(C) – This refers to the federal law establishing pooled trusts as safe harbor self-settled special needs trust that differ somewhat from (d)(4)(A) trusts. The trust funds are pooled for investment purposes but a separate account is maintained for each beneficiary by the non-profit fund. Some of the funds are retained by the non-profit organization on the death of the beneficiary.

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