Leaders of the Pooled Special Needs Trust industry from across the country have come together to create a new membership enterprise, the Alliance of Pooled Trusts (APT), announcing its formation at the 2020 Stetson Special Needs Planning and Trust Conference.
Congratulations on this achievement!
The Special Needs Financial Services Institute (SNFSi) is extremely supportive of this important step in codifying uniformly high standards and best practices across the industry. We share APT’s optimism about and commitment to the opportunity for Pooled Special Needs Trusts (PSNT’s) to help meet the financial needs of people with disabilities and those who care for them.
The creation of the APT is a demonstration that the industry is continuing its transition to its next phase of maturity, an exciting, important, and helpful step for the continued growth of PSNT’s.