This session delves into some of the intricacies of Pooled Special Needs Trusts, offering a framework for analyzing various programs available in the market. Participants will gain insights into the selection criteria, administrative structures, investment strategies, and fee structures of different Pooled Trust programs. By providing a comparative framework, this session will assist attendees in making informed decisions when evaluating and suggesting the most suitable Pooled Special Needs Trust programs for their clients or beneficiaries, furthering the goal of more efficiently managing assets while safeguarding beneficiaries’ eligibility for vital government benefits.