Sample Letter to Family Members & Friends

The Grantor(s) can use the Sample Letter to Family Members & Friends to share information about the existence of a Third-Party Pooled Special Needs trust they have established with CCT for the benefit of your loved one.

Please refer to the following sample letter that provides information on how additional bequests to the trust can be made by family members and friends who would like to direct funds to the Beneficiary through their estate planning tools.

Click here to download the Sample Letter to Family Members & Friends letter for CCT’s Third-Party Pooled Special Needs Trust.