[WSBAPT] Special Needs Trust

[Josh Grant]

If the grandfather created a special needs trust in his will, no problem.  If he created any kind of trust, his will can be “reformed” judicially with notice of the hearing to DSHS.  If grandfather did neither, it could be a problem.  You need to check if client is on SSI or SSDI.  One is asset – resource based one is  not.

From: Gregory L. Gilday 
Sent: Monday, May 11, 2015 5:39 PM
To: WSBA Probate & Trust 
Subject: [WSBAPT] Special Needs Trust

Happy Monday to everyone.  I have a client that has a son on SSI and is set to inherit from a deceased grandfather about $15K cash together with mineral rights in ND that are paying regularly.  Client wants a special needs trust established in local probate.  What are the procedures?  Does DSHS need to be notified?  Is DSHS cooperative?

Thank you all in advance for any guidance.  
-- 

Very Truly Yours,

Gregory L. Gilday 

Law Office of Cole & Gilday, P.C. 

 

10101 - 270th St. NW 

P.O. Box 249 

Stanwood, WA 98292 

(360) 629-2900 (Telephone) 

(360) 629-0220 (Fax) 

 

This message contains confidential and privileged information that is intended only for the named recipient(s).  Unless you are the named recipient or authorized agent thereof, you are prohibited from reading, copying, distributing or otherwise disseminating such information.  If you receive this communication in error, please notify the sender immediately.

 



--------------------------------------------------------------------------------
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150512/8067ff14/attachment.html>