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What is the Process for Setting Up a Special Needs Trust?

Look, it’s no secret that the best way to protect your children is to set up a trust, and here’s how the process works. Step one is to contact me. I can then direct you to an attorney to set up a trust. That trust usually takes about two months to get set up. During the two months, I will work behind the scenes to create a game plan for you. Once the trust is completed, we will then sit down and I’ll give you options on how to fund that trust.

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