[WSBAPT] SNT-Intestate Decedent

[Jeanne Dawes]

If the decedent died without a will, and a beneficiary is receiving some sort of means tested government benefits, such as SSI, you can create a Grantor Trust (what’s called a D4A Trust because that the Ref. regulation), and DSHS must be named as a remainder beneficiary up to the amount of any Medicaid costs it has expended on the beneficiary.  You would have to have a court-created SNT only if the Grantor (Beneficiary) is an incapacitated person without a guardian.
Jeanne

Jeanne J. Dawes
Attorney at Law
Gore & Grewe, P.S.
103 E. Indiana Avenue, Suite A
Spokane, WA 99207-2317
Voice:  509-326-7500
Fax:      509-326-7503
jjdawes at goregrewe.com<mailto:jjdawes at goregrewe.com>
INFORMATION CONTAINED IN THIS E-MAIL TRANSMISSION IS PRIVILEGED AND CONFIDENTIAL.

From: wsbapt-owner at lists.wsbarppt.com [mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Jayne Gilbert
Sent: Friday, January 16, 2015 1:40 PM
To: WSBA RPPT Probate & Trust Discussion Forum
Subject: [WSBAPT] SNT-Intestate Decedent

Do you have to get a Court Order to set up an SNT where the Decedent died w'/o a Will?

--
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************

=======================

- To contact the list administrator, send a message to: webmaster at wsbarppt.com<mailto:webmaster at wsbarppt.com>

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com<mailto:imail at lists.wsbarppt.com>, with the following in the body of the message: unsubscribe wsbapt - OR - send a message to webmaster at wsbarppt.com<mailto:webmaster at wsbarppt.com> asking that you be removed from the wsbapt list.

Information provided on this list should not be considered legal advice. As with all lists - let the reader beware! No warranties or representations are made as to the accuracy of any information provided. All opinions and comments in this message represent the views of the author and do not necessarily have the endorsement of the Washington State Bar Association nor its officers or agents.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150116/d286b800/attachment.html>