American Pooled Trust

(d)(4)(C) Trust

The American Pooled Trust is a federally authorized Special Needs Trust under 42 U.S.C 1396 (p)(d)(4)(C).  Click below to access the American Pooled Trust Documents.

 

Self Settled Trust:

(d)(4)(A) Trust

American Charitable Trust of Florida, Inc. serves as trustee of self settled trusts under 42.U.S.C.1396(p)(d)(4)(A).  Click below to see our fee schedule and other information.

Third Party or Inheritance Trusts

Third party or inheritance trusts frequently need a professional trustee to administer. American Charitable Trust of Florida, Inc. can provide trustee services for all types of third party trusts. Click below for more information and our fee schedule.

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Please contact us for more information