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Lutheran Social Service of Minnesota – LSS Financial Counseling - LSS St. Paul

Resource Name:Lutheran Social Service of Minnesota – LSS Financial Counseling - LSS St. Paul

Pooled Trust

address

1605 Eustis St, St. Paul, MN 55108

Application process

Evaluates each request to manage an individual trust on a case-by-case basis. Call for more information.

Fees

Fees may be incurred for an outside attorney, asset management fees from the investment firm and Lutheran Social Service administrative fees.

Site Service Area

Statewide

Other Information

Specialization

  • Disabilities
Lutheran Social Service (LSS) administers two forms of pooled trusts depending on the funding source:
  • Special Needs - Self-Funded Trust
  • Supplemental Needs Trust - Third Party Funded Trust
Both preserve funds for people with disabilities or identified needs while protecting eligibility for public benefits, such as Medicaid or Social Security Income.

Last Update

06/29/2026

Providing organization

Lutheran Social Service of Minnesota – LSS Financial Counseling