Transfer of Existing Trusts

Third-Party Special Needs Trust

Contact CCT if you would like additional information for a Court Petition or Order if you are dealing with a merger of an existing testamentary special needs trust into CCT.

First-Party Special Needs Trust

Trusts created under 42 U.S. C. 1396 (P)(D)(4) are generally transferable to CCT by the current trustee pursuant to Va. Code Sec. 64.2-778.1, or similar Code Section of the Uniform Trust Code.