Alliance of Pooled Trusts (APT)

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 …

Pooled Special Needs Trust Report 2020: Poised for Growth

SNFSi’s Pooled Special Needs Trust Report 2020: Poised for Growth is now available and includes detailed information about this industry and opportunity. Request a Copy The Special Needs Financial Services InstituteTM (SNFSiTM) was formed in 2020 to increase the availability and use of financial products and solutions by people with disabilities, estimated at 13% of …