How do I transfer a special needs trust to a new company? | NC

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Q: How do I transfer a special needs trust from one management company to another? A: Usually, the first step is to review the trust documents and any joinder agreement to see who has authority to make the change and what paperwork is required. The process depends on whether this is a stand-alone trust or a pooled trust. In many cases, the current trustee can resign, the new company can accept…