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!
If you would like the OSNT Program Director to make a presentation to your organization, school, community group, professional association, or other group, please contact the Program Director, Paula Boga to schedule your event.
The presentation will help families learn how they can provide for their child’s personal needs after they are gone, without endangering eligibility for government programs; and will also provide information on how an individual with a disability can fund his or her own trust. Families, advocates, and/or professionals will have the opportunity to learn more about the Oregon Special Needs Trust and other information on planning for individuals with disabilities.
2nd annual Student Services Parent Night
Stayton High School Auditorium
December 9, 2015
5:20 pm – 7:30 pm