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NOTICE TO ALL POOLED TRUST PARTICIPANTS:

Pursuant to sections 4.3 and 4.4 of the Master Trust Agreement dated July 20, 1999, The Arc Oregon has appointed Key Bank National Association as the new Trustee of the Oregon Special Needs Trust. The Master Trust Agreement has been amended and dated November 25, 2015. The Joinder Agreement has been amended to reflect the new Trustee and Master Trust Agreement. All changes to the Joinder Agreement apply to all current pooled trust participants and all previously executed Joinder Agreements are immediately deemed to be amended accordingly. You are encouraged to review the new Joinder Agreement documents posted on the Forms and Documents page of The Arc Oregon website. Upon your annual review date, you will receive an Updated Joinder Agreement and will be required to sign and return the document when requested. Please do not hesitate to contact our office if you have any questions!

 

Protecting Government Benefits  Enhancing Quality of Life   Providing for the Future

 

The Oregon Special Needs Trust is a pooled trust that was created to offer Oregonians a dependable and affordable vehicle for providing financial security for individuals with disabilities, while preserving the benefits that they depend on in their daily lives.

After several years of research and development, which included assistance from other chapters of The Arc around the country as well as well-respected attorneys in Oregon, the OSNT was established in 1999. In 2014, we celebrate over 15 years of service with more than 700 accounts, holding over $15 million in assets.

Whether you are an individual with a disability, a family member, or a professional working with an individual or family, we hope that you will find the information you are looking for, and we look forward to answering any questions or addressing concerns that you may have about our program, and about special needs trusts in general. To get started, select the appropriate option below, or start with our Trust Overview.

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OVERVIEW

A little bit about the Trust

Not sure what the pooled trust is all about? Start here for a brief overview of special needs trusts and some basic information about the Oregon Special Needs Trust, including eligibility and suitability considerations.

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FAMILIES

Providing for the future

Family members looking to provide a secure financial future for a loved one with a disability without jeopardizing public benefits may plan for the future using a donor-funded 3rd-party trust account.

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INDIVIDUALS

Safeguarding your benefits

Individuals with a disability, or advocates working with individuals, can protect public benefits while still setting aside funds in excess of current asset caps by establish a self-settled 1st party account in the OSNT.

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ATTORNEYS

Exploring client options

We work with Estate Planning, Elder Law, and Personal Injury attorneys to establish both 1st party and 3rd party pooled trust accounts. Get started here to help your client with future planning or immediate safeguards. 

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