PLEASE READ THE FOLLOWING. A. In order to facilitate pooling of the assets in all sub accounts, it is required that all deposits must be made in cash. The trust does not hold non-cash assets or real estate property. B. Income and principal will be distributed for the Beneficiary at the sole discretion of CCT. C. The provisions of this Joinder Agreement may be amended as determined reasonably necessary by CCT so long as any such amendment is consistent with the Master Trust Agreement or is deemed necessary to conform to any changes required by the law. D. It is understood and agreed upon that the trust is for the sole benefit of the Beneficiary. E. Trustee and other fees shall be charged in accordance with the Fee Schedule as amended from time to time.
Appears in 2 contracts
Samples: Third Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement
PLEASE READ THE FOLLOWING. A. (a) In order to facilitate pooling of the assets in all sub accounts, it is required that all deposits must be made in cash. The trust does not hold non-cash assets or real estate property.
B. (b) Income and principal will be distributed for the Beneficiary at the sole discretion of CCT.
C. (c) The provisions of this Joinder Agreement may be amended as determined reasonably necessary by CCT so long as any such amendment is consistent with the Master Trust Agreement or is deemed necessary to conform to any changes required by the law.
D. (d) It is understood and agreed upon that the trust is for the sole benefit of the Beneficiary.
E. (e) Trustee and other fees shall be charged in accordance with the Fee Schedule as amended from time to time.
Appears in 2 contracts
Samples: Third Party Pooled Special Needs Trust Joinder Agreement, Third Party Pooled Special Needs Trust Joinder Agreement