Why Secured Futures?

The Secured Futures Pooled Special Needs Trust has been designed to specifically address the special challenges associated with special needs trusts. Our primary duty is to preserve and maintain each beneficiary's eligibility for public assistance benefits. Despite the increased use of special needs trusts to fulfill this objective, finding proven trustee and fiduciary services to administer a trust has become increasingly difficult.

Many banks and traditional trust companies are not overly interested in providing trust and fiduciary services for special needs trusts because they often don't contain sufficient assets to be profitable. In addition, these financial institutions may not fully understand the nuances and requirements of protecting a beneficiary's eligibility for government benefits.

Without a large financial institution to provide trust services, many beneficiaries of a special needs trust turn to a family member to serve as trustee. Family members, however, frequently lack the necessary knowledge and skills to fulfill their fiduciary responsibility and don't possess the understanding regarding the technical requirements of preserving a trust beneficiary's eligibility for government benefits.