North Carolina Download Page

You Can Find All Three of the Documents You Need for Joining the North Carolina Pooled Trust by Using the Links Below.

  • Please use this link to download a copy of the Joinder Agreement to the North Carolina Pooled Trust.


  • Please use this link to download a copy of the Exhibits to the North Carolina Joinder Agreement.



  • Please use this link to download a copy of the Master Declaration of Trust.



    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.



 

 

Call Toll Free:
1-877-766-5331