Georgia Download Page

The Georgia Community Pooled Trust is somewhat unique.  Although it meets all of the federal requirements for a (d)(4)(C) Pooled Trust, it is first and foremost a community trust that has been established to meet the statutory guidelines for community trusts under the Official Code of Georgia, § 30-10-1.  It can be used in situations where the funding belongs to the beneficiary (self-settled) as well as in situations where the funds belong to another individual (third-party).

You Can Find all of the Documents You Need for Joining the Georgia Community Pooled Trust by Using the Links Below.

  • Please use this link to download a copy of the Joinder Agreement to the Georgia Community Pooled Trust.
    Use this document when the funds belong to the trust beneficiary.
     
  • Please use this link to download a copy of the Third Party Joinder Agreement to the Georgia Community Pooled Trust.
    Use this document when the funds belong to someone other than the trust beneficiary.

  • Please use this link to download a copy of the Master Declaration of Trust.
    This same Master Trust is used regardless of who owns the funds.



    Please call the number below if you have any questions or need help downloading any of the documents on this page.




THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION, INC.
4912 Creekside Drive
Clearwater, FL  33760

No material on this website may be reproduced without prior written permission.  Copyright 2002.


E-mail Questions to:
contact@sntcenter.org


Pooled Trusts 

One of the major distinctions between Special Needs Trusts and Pooled Trusts, and a distinction that is often misunderstood, is the federal requirement that Pooled Trusts must be established and administered by a non-profit association.
 

Third Party Special Needs Trusts

Third Party Special Needs Trusts are the ideal planning vehicle when the assets funding the trust do not belong to the trust beneficiary.

Because the trust beneficiary never owned the assets, the State will not have any claim on any remaining trust assets at the beneficiary's death.



 

 

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1-877-766-5331