Third-Party Pooled Special Needs Trust Joinder Agreement Sample Contracts

Third-Party Pooled Special Needs Trust Joinder Agreement
Third-Party Pooled Special Needs Trust Joinder Agreement • March 21st, 2019

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub account) under Commonwealth Community Trust Third-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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Third-Party Pooled Special Needs Trust Joinder Agreement
Third-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 Third-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 applicable 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.

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

The undersigned Grantor(s) hereby establish(es) a trust fund under Commonwealth Community Trust’s (“CCT”) Master Trust Agreement. The terms of the Grantor’s trust fund are set forth in this Joinder Agreement (Trust Adoption Instrument) and the applicable provisions of CCT’s Master Trust Agreement dated October 9, 1990, as amended and restated, which is hereby adopted and incorporated herein by reference hereto.

Third-Party Pooled Special Needs Trust Joinder Agreement
Third-Party Pooled Special Needs Trust Joinder Agreement • July 20th, 2022

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub-account) pursuant to the terms of Commonwealth Community Trust Third-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 applicable 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 any revisions shall relate back to the date hereof.

Amendment to Third-Party Pooled Special Needs Trust Joinder Agreement
Third-Party Pooled Special Needs Trust Joinder Agreement • December 16th, 2019
Amendment to Third-Party Pooled Special Needs Trust Joinder Agreement
Third-Party Pooled Special Needs Trust Joinder Agreement • September 2nd, 2016
Third-Party Pooled Special Needs Trust Joinder Agreement
Third-Party Pooled Special Needs Trust Joinder Agreement • July 20th, 2022

The undersigned Grantor(s) hereby irrevocably establish(es) a trust fund (sub-account) pursuant to the terms of Commonwealth Community Trust Third-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 applicable 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 any revisions shall relate back to the date hereof.

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