[WSBAPT] [SPAM] Can a Supplemental Needs Trust be established by RLT?

[Craig Liebler]

The problem arises where the “trust” is self settled…. Ie a Trustor is
also the beneficiary. If a third party non spouse is the beneficiary then
should be no problem whether the trust is a testatmentary trust, an
intervivos trust or a RLT.  

Craig L.

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Ashley Raymond
Sent: Thursday, May 08, 2014 9:36 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] [SPAM] Can a Supplemental Needs Trust be established by
RLT?

 

I have been told that a testatmentary SNT can only be created by will.
I've been doing some research and am confused now. Can a SNT also be
created under a RLT agreement? (I.e., after surviving spouse dies, if any
of the children are receiving needs-based assistance, the trustee may put
their share into SNT.)

Thank you.



Ashley Raymond, J.D., LL.M.

Ashley Raymond, PLLC

651 Strander Blvd., Ste. 215

Tukwila, WA 98188

Ph: 425-496-7495 | Fax: 425-523-3984

ashley at ashleyraymondlaw.com

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