Common Contracts

Sample Third Party Special Needs Trust Language

Special Needs Trust • July 28th, 2020 • Pennsylvania

• Contract Type
  Special Needs Trust
• Filed
  July 28th, 2020
• Jurisdiction
  Pennsylvania

THIS TRUST AGREEMENT is made the day of , 20 , by [Name of Grantor/Settlor] , [Relation of Grantor/Settlor to Beneficiary] of [Name of Beneficiary], hereinafter referred to as the “Grantor/Settlor”, of the [Name of Beneficiary] Special Needs Trust, and ACHIEVA FAMILY TRUST (and (Co­Trustee))1, hereinafter referred to as the “Trustee”. This Trust is for the benefit of [Name of Beneficiary], hereinafter referred to as “Beneficiary”, a person with a disability.

Preamble (Inter Vivos)

Special Needs Trust • April 27th, 2020 • Pennsylvania

• Contract Type
  Special Needs Trust
• Filed
  April 27th, 2020
• Jurisdiction
  Pennsylvania

[Name of Grantor/Settlor], [Relation of Grantor/Settlor to Beneficiary] of [Name of Beneficiary], hereinafter referred to as the “Grantor/Settlor”, of the [Name of Beneficiary] Special Needs Trust, and ACHIEVA FAMILY TRUST (and (CoTrustee))1, hereinafter referred to as the “Trustee”. This Trust is for the benefit of [Name of

THIS TRUST AGREEMENT is made the day of , 20 , by

Special Needs Trust • April 27th, 2020 • Pennsylvania

• Contract Type
  Special Needs Trust
• Filed
  April 27th, 2020
• Jurisdiction
  Pennsylvania

[Name of Grantor/Settlor], [Relation of Grantor/Settlor to Beneficiary] of [Name of Beneficiary], hereinafter referred to as the “Grantor/Settlor”, of the [Name of Beneficiary] Special Needs Trust, and ACHIEVA FAMILY TRUST (and _________________________________________

Sample Third Party Special Needs Trust Language

Special Needs Trust • June 11th, 2018 • Pennsylvania

• Contract Type
  Special Needs Trust
• Filed
  June 11th, 2018
• Jurisdiction
  Pennsylvania

THIS TRUST AGREEMENT is made the day of , 20 , by [Name of Grantor/Settlor] , [Relation of Grantor/Settlor to Beneficiary] of [Name of Beneficiary], hereinafter referred to as the “Grantor/Settlor”, of the [Name of Beneficiary] Special Needs Trust, and ACHIEVA FAMILY TRUST (and (Co­Trustee))1 , hereinafter referred to as the “Trustee”. This Trust is for the benefit of [Name of Beneficiary], hereinafter referred to as “Beneficiary”, a person with a disability.