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Trust Documents

The Center for Special Needs Trust Administration offers many different Pooled Trusts to meet a variety of needs. In addition to its 18 state specific Pooled Trusts, you also have the option of selecting a National Pooled Trust. From the links below, you can easily download the documents you need to get started. Each Joinder Agreement includes clear instructions and several informational exhibits that are easy to complete with just some basic information. Please feel free to call us toll free at (877) 766-5331 if you need any help or have any questions about our documents.

 
National California Florida Georgia Hawaii Illinois Indiana Iowa Kentucky Louisiana Massachusetts Michigan Minnesota Mississippi Nevada New York North Carolina Ohio Tennessee Texas

State Pooled Trust Documents

Third Party Pooled Trust

Joinder Agreement - National Community Trust Joinder Agreement - Florida Community Trust Master Trust - National Community Trust

Alzheimer

Joinder Agreement - Alzheimer Exhibits - Alzheimer Master Trust - Alzheimer
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