The Florida Public Guardianship Pooled Special Needs Trust

The Foundation for Indigent Guardianship, Inc. (FIG) is a direct support organization of the Florida Department of Elder Affairs (DOEA) as provided by Chapter 744.7082, Florida Statutes. FIG operates exclusively for the direct or indirect benefit of the DOEA and its Office of Public and Professional Guardians.

In 2006, FIG founded The Florida Public Guardianship Pooled Special Needs Trust (FIG Trust) for the purpose of helping people with disabilities qualify for or maintain means-tested public benefits such as Medicaid, Supplemental Security Income (SSI), food assistance and public housing while potentially benefitting Florida’s statewide public guardianship program with the residual funds left in a FIG Trust upon the death of a beneficiary.

This unique difference from other pooled special needs trusts ensures residual funds come to FIG as the Founding Trustee which are then used to provide assistance to other public guardianship programs, other persons under public guardianship, complimentary educational opportunities for the staff of public guardianship programs, and help raise public awareness about the needs of public guardians and those they serve.

AGED is the Administrative Trustee for The Florida Public Guardianship Pooled Special Needs TrustBelow please find the documents needed to setup this type of trust with AGED.

The documents are available in PDF format, making it easy to download and print. If you do not have a PDF reader on your computer, you may download one here: Free Adobe Reader.

The Florida Public Guardianship Pooled Special Needs Trust Documents

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Florida Public Guardianship

AGED is now the Administrative Trustee of The Florida Public Guardianship Pooled Special Needs Trust.

Click here to access forms and information about this type of trust.

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