Sample Third Party Special Needs Trust LanguageSample Third Party • July 28th, 2020 • Pennsylvania
Contract Type FiledJuly 28th, 2020 JurisdictionTHIS 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.