Shielding the Financial Future of Individuals with Disabilities Shielding the Financial Future of Individuals with Disabilities

Guardian Pooled Trust

Guardian Pooled Trust was created with the sole purpose of helping people with disabilities qualify for Medicaid and SSI. We provide the highest quality of service to our beneficiaries, their families and their professionals.

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Guardian Special Needs Trust - Third Party

This third-party trust is for parents and family members who want to provide for a person with special needs. We hold, protect and administer "inherited" money in a professional, caring and cost-effective manner.

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Individual (d)(4)(A) Trust Administration Services

Individual, Self-Settled Special Needs Trusts can also be referred to as "d4A" trusts. Funds are individually managed and invested. Beneficiaries must be under the age of 65 when the trust is established and Medicaid must be paid back.

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Welcome

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Guardian Trust is happy to be celebrating ELEVEN YEARS of service this year!

Having identified the need for professional, responsive and "client centered" Special Needs Trust administration, the Guardian Pooled Trust was established by the charitable National Non-Profit for Americans with Disabilities, Inc. (NNAD) in 2002.

The purpose of a Special Needs Trusts is to help an individual with a disability financially qualify for Public Assistance Programs such as Medicaid and Supplemental Security Income (SSI), while maintaining assets for the person's benefit.  Our mission is to protect and maintain an individual's eligibility for these benefits through providing professional administrative Special Needs Trust services.

The Trustees of the Guardian Trust are one of the premier Special Needs Trust Administrators in the United States, administering all forms of Special Needs Trusts including pooled trusts, third-party trusts and d4A individual trusts, and truly believe they are here to serve the Beneficiaries.  With no minimum deposits or hidden fees, Guardian Trust stands apart from other Special Needs Trust administrators.  Click to here to see what else sets us apart.

Based in Clearwater, Florida, the Trusts have Beneficiaries throughout the United States.

We look forward to working with you, your family and your professional advisors.  Email or call us today!  800-669-2499, option 3.