How Do Beneficiaries Join?
To join the Trust, the beneficiary or representative, must complete a Joinder Agreement, and contribute assets to the Trust. There are other specific requirements, but the Joinder Agreement provides a set of instructions to be followed so that a beneficiary can more easily meet these specific requirements. The Theresa Foundation recommends that you seek legal counsel in connection with the establishment and funding of The Theresa Pooled Trust account.
For more information on how to join, please contact
The Center For Special NeedsTrust Administration, Inc. at:
(877) 766-5331 or go to: www.centersweb.com
For more information please visit The Theresa Foundation Pooled Trust of New York on VJRussoLaw.com
View or Download The Theresa Pooled Trust brochure in pdf format.
View or Download The Theresa Foundation Pooled Trust of New York brochure in pdf format.