First-Party Pooled Special Needs Trust Joinder Agreement Sample Contracts

First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • May 29th, 2020

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) pursuant to the terms of Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the provisions of the MTA, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance to the MTA and such revisions shall relate back to the date hereof.

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Amendment to First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • January 11th, 2017
First-Party Pooled Special Needs Trust Joinder Agreement With Medicare Set- Aside Account‌
First-Party Pooled Special Needs Trust Joinder Agreement • August 24th, 2017

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) with a Medicare Set- Aside Account (MSA) under Commonwealth Community Trust Endowment Fund (“CCT”) Pooled Special Needs Master Trust Agreement, established by CCT, a non-profit, non-stock Virginia Corporation. The terms of the

First-Party Pooled Special Needs Trust Joinder Agreement With Medicare Set- Aside Account
First-Party Pooled Special Needs Trust Joinder Agreement • August 30th, 2017

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) with a Medicare Set- Aside Account (MSA) under Commonwealth Community Trust Endowment Fund (“CCT”) Pooled Special Needs Master Trust Agreement, established by CCT, a non-profit, non-stock Virginia Corporation. The terms of the

First-Party Pooled Special Needs Trust Joinder Agreement‌
First-Party Pooled Special Needs Trust Joinder Agreement • August 24th, 2017

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) under Commonwealth Community Trust Endowment Fund (“CCT”) Pooled Special Needs Master Trust Agreement, established by CCT, a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the applicable provisions of the CCT Pooled Special Needs Master Trust Agreement (MTA), dated December 8, 1994, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance with any revisions to the MTA and such revisions shall relate back to the date hereof.

First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • March 18th, 2019

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) under Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the

First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • July 14th, 2022

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) pursuant to the terms of Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the provisions of the MTA, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance with the MTA and applicable laws and any revisions shall relate back to the date hereof.

First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • November 4th, 2022

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) pursuant to the terms of Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the provisions of the MTA, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance with the MTA and applicable laws and any revisions shall relate back to the date hereof.

Medicare Set-Aside First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • August 24th, 2017

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) pursuant to the terms of Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the provisions of the MTA, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance to the MTA and such revisions shall relate back to the date hereof.

First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • August 24th, 2017

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) pursuant to the terms of Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the provisions of the MTA, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance to the MTA and such revisions shall relate back to the date hereof.

First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • July 14th, 2022

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) pursuant to the terms of Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Joinder) and the provisions of the MTA, as amended and restated, which is hereby adopted and incorporated herein by reference hereto. The terms of this Joinder may be revised in accordance with the MTA and applicable laws and any revisions shall relate back to the date hereof.

Amendment to First-Party Pooled Special Needs Trust Joinder Agreement
First-Party Pooled Special Needs Trust Joinder Agreement • May 27th, 2016
First-Party Pooled Special Needs Trust Joinder Agreement‌
First-Party Pooled Special Needs Trust Joinder Agreement • August 24th, 2017

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) under Commonwealth Community Trust First-Party Pooled Special Needs Trust Master Trust Agreement (MTA), established by Commonwealth Community Trust (CCT), a non-profit, non-stock Virginia Corporation. The terms of the

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