Sample Third Party Special Needs Trust LanguageSpecial Needs Trust • July 28th, 2020 • 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.
SPECIAL NEEDS TRUST f/b/o [NAME]Special Needs Trust • October 11th, 2020 • Connecticut
I, ___________________, of __________, Connecticut, create this Trust for the benefit of my son, ______________________, with myself as Trustee, to be known as the "Special Needs Trust f/b/o _____________________." The Trustee shall hold and administer any property which the Trustee may receive (the "Trust Property") as follows:
SPECIAL NEEDSSpecial Needs Trust • May 15th, 2014
A Trust is an agreement between its maker (sometimes called the grantor) and a trustee. Under that agreement, the maker transfers assets to the trustee and instructs the trustee how to manage assets held in the trust. The instructions specify how the assets are used during the maker's lifetime, as well as how the assets are to be distributed following the maker's death.
Special Needs TrustSpecial Needs Trust • March 31st, 2009
This Trust Agreement is made this [date] day of [month, year], by [Name of Settlor], of [address], as Settlor, and [Name of Trustee] of [address], as Trustee. This is an irrevocable trust for the benefit of Settlor's [indicate relationship], of [address].
