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NOTICE

Due to the number of requests submitted during the holiday season, a properly completed Disbursement Request Form, with all documentation included, must reach The Arc of Texas by Dec. 18, 2024, to be processed before the winter break. Funds arrive 3-10 business days after processing.
 
The Arc of Texas will be CLOSED for the winter break, Dec. 23 โ€“ Jan. 2, during which no disbursements or contributions will be processed. We reopen Jan. 3, 2025.

Due to a technical issue please use the following temporary fax number: 737-828-1211

Related Resources

Legal Resources
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We recommend you seek the independent advice of an experienced estate planning attorney or certified financial planner when selecting the type of trust that is right for your family member. Look for the โ€œCLEAโ€ certification behind an attorneyโ€™s name to ensure they are certified in elder law and understand disability benefits, estate planning, wills, and special needs trusts.

Find an attorney through Texas Chapter of the National Academy of Elder Law Attorneys, Inc. (NAELA) or through Texas Legal Services Center (TLSC). TLSC provides names of attorneys who offer services at a reduced rate and can be reached at 1-800-622-2520.

Future Planning
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Planning ahead helps people with intellectual or developmental disabilities live well. Itโ€™s important to have a plan at every stage of life, and especially important later in life when someoneโ€™s parent or caregiver will no longer be able to provide support. Make a plan.

Associated Fees
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The following fees may be charged by The Arc of Texas Master Pooled Trust. Download the fee schedule.

  • Enrollment Fee:ย A non-refundable, one-time enrollment fee of $600* is due at the time the Joinder Agreement is executed to cover the cost of opening a trust sub-account for the beneficiary.
  • Annual Maintenance and Consultation Fees:ย There is no annual renewal fee before the sub-account is funded. After the sub-account is funded, the following annual fees are due:ย click here to download the fee schedule.
    • Special Assessments:ย The Trustee and the Manager have authority, as necessary, to assess all or certain sub-accounts with special assessments for specific costs such as the cost of defending a sub-account of the Trust, or taking actions to preserve a beneficiaryโ€™s Government Assistance. See Section 7.9 of the Trust Agreement for a description of possible defense costs.

    Fee schedule for โ€œDistributions Authorizedโ€ accounts (means disbursements will be requested)

    • Annual Consultation Fee:
      • 1.75% on the first $50,000
      • 1.25% for amounts between $50,000 up to $100,000
      • 1% for amounts over $100,000
      • Minimum annual fee: $300

    Fee Schedule for โ€œDistributions Deferredโ€ accounts (means NO disbursements will be requested)

    • Annual Maintenance Fee:
      • Annual Maintenance Fee:
      • 1.25% for amounts up to $100,000
      • 1% for amounts over $100,000
      • Minimum annual fee: $250

    Annual Accounting Fees for Sub-accounts Requiring Annual Accountings to the Court

    • $150 for accounts with 24 disbursements or less in a year
    • $300 for accounts with more than 24 disbursements in a year
    • Up to $500 for accounts with additional complexities, including supplementary requirements by the court or items outside of the trust that must be accounted for

    Other Fees

    • Frequent Disbursement Fee for disbursements that exceed 24 per year: $12.50 per disbursement.
    • IRS tax preparation fee: To be negotiated at the lowest reasonable rate
    • Closing Fee: A $100 fee will be assessed upon closure of the sub-account

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Questions?

If you have questions after reviewing the steps below, contact us at trust@thearcoftexas.org or 512-454-6694. We’re here to help!