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jetpaterson

Member Since 24 Jun 2021
Offline Last Active Jun 24 2021 03:04 AM
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About Me

There are three people involved in setting up a special trust need. They include: A grantor (also called a settlor) the person who creates the trust and makes funds available, A beneficiary (the loved one with special needs or disability), A trustee – the person who manages and controls the trust funds for the beneficiary. The trust can be set up while the grantor is still alive or immediately after their death via provisions in their will. The grantor chooses someone who knows the beneficiary well- maybe a sibling, family member, or family friend- to serve as trustee. Serenitas Special Needs Planning is a fee-based financial planning company providing comprehensive special needs planning, lifestyle planning, budget planning, government coordination planning, and lots more.


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  • Group Trial users
  • Active Posts 0 ( per day)
  • Profile Views 7
  • Member Title Newbie
  • Age 32 years old
  • Birthday February 10, 1989
  • Gender
    Male Male
  • Location
    California & Nationwide

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