Third-Party Oregon Special Needs Trust Sample Contracts

A Subtrust of the Oregon Special Needs Trust)
Third-Party Oregon Special Needs Trust • April 20th, 2020 • Oregon

THIS AGREEMENT is entered into the 25th day of November, 2015, and thereafter amended, is between, THE ARC OF OREGON, an Oregon nonprofit corporation (hereafter referred to as "The Arc") as "Trustor'', and KEYBANK NATIONAL ASSOCIATION, as trustee (the "Trustee"). This is a subtrust of the Oregon Special Needs Trust and the subtrust created in this agreement shall be known as the "Third−Party Oregon Special Needs Trust." The other subtrust created on this date is known as the “First−Party Oregon Special Needs Trust.” This agreement shall supersede and replace any and all previous Master Trust Agreements pertaining to the receipt and administration of assets which would not be a permitted contribution to the “First−Party Oregon Special Needs Trust.” This subtrust shall be hereafter referred to as the “Third−Party OSNT”.

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