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The Berks Community Trust - HomeBerks Community Trust - Sinking Spring, PA. A Legacy of Financial Support for Individuals with Special Needs
http://www.berkscommunitytrust.org/
Berks Community Trust - Sinking Spring, PA. A Legacy of Financial Support for Individuals with Special Needs
http://www.berkscommunitytrust.org/
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Berks Community Trust - Sinking Spring, PA. A Legacy of Financial Support for Individuals with Special Needs
berkscommunitytrust.org
The Berks Community Trust - Trust Documents
http://www.berkscommunitytrust.org/Trust-Documents.html
The Berks Community Trust utilizes a master trust agreement in conjunction with an instrument of adoption for each beneficiary. The master trust agreement contains the basic terms creating the trust and describing how it is operated. Specific provisions for each beneficiary are set forth in a separate instrument of adoption. To see the master trust agreement. To see our instrument of adoption form.
The Berks Community Trust - Home
http://www.berkscommunitytrust.org/default.html
The Berks Community Trust is a pooled third party special needs trust. It allows families to provide financial security for individuals with special needs who rely on various government benefits. The trust is a cost effective way for families to supplement the financial support provided by programs like Medical Assistance and Supplemental Security Income. . To schedule an appointment with our administrative coordinator, call 610-401-4567.
The Berks Community Trust - About Us
http://www.berkscommunitytrust.org/About-Us.html
A pooled trust, the Berks Community Trust maintains separate trust accounts for each of its beneficiaries. Through collective investment of trust assets, administrative costs are kept to a minimum. Basic trust provisions are set forth in the master trust agreement and customized for each beneficiary through an instrument of adoption signed by the person setting up a trust account. To schedule an appoint please contact our administrative coordinator.
The Berks Community Trust - Trustees
http://www.berkscommunitytrust.org/Trustees.html
William R. Blumer, Esquire. Charles B. Coleman, Esquire. Herb Karasin, Esquire. Nancy W. Magee, CFP, EA. Julie A. Santers. Jeannette S. Snider. All of our trustees are volunteers. Many of them have family members with developmental disabilities and other special needs. All have a deep commitment to serving our beneficiaries and their families.
My Blog
http://www.berkscommunitytrust.org/blog.html
Why Have A Pooled Trust. Pooled Trusts vs. Standalone Trusts. Why Have A Pooled Trust. William Blumer, Esq.:. Posted on Thursday, October 11, 2012 12:25 AM. A pooled trust like the Berks Community Trust is an excellent alternative to a standalone special needs trust. A trust account can be set up for significantly less money than is needed for a standalone trust.
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The Berks Community Trust - Home
The Berks Community Trust is a pooled third party special needs trust. It allows families to provide financial security for individuals with special needs who rely on various government benefits. The trust is a cost effective way for families to supplement the financial support provided by programs like Medical Assistance and Supplemental Security Income. . To schedule an appointment with our administrative coordinator, call 610-401-4567.
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