[WSBAPT] SNT

[Marcus Fry]

Most SNTs are broad enough to give the trustee complete discretion.  I would hesitate to point out a specific disability and attempt to address it with language in a SNT because truly you cannot cover it all.  Whatever if the bipolar leads to drug abuse?  Should you have a provision in there as well covering rehab?  The idea of a SNT is to give the discretion to the trustee to utilize the assets of the trust that improves the quality of life for the beneficiary while maintaining eligibility for government programs.

Marcus J. Fry
Lyon, Weigand & Gustafson, P.S.
Adoption Attorney*
P.O. Box 1689
Yakima, Washington  98907
Telephone:  (509) 248-7220
Facsimile:  (509) 575-1883

NOTICES:
 *Adoption Attorney reflects election as a Fellow of the American Academy of Adoption Attorneys, an invitation based organization of 300+ attorneys nationwide, under its criteria of experience, ethics and peer recommendation. Washington's Supreme Court has not yet developed or recognized a credentialing process for specialties, and certification/fellowship is not required to practice law in this state.
Confidentiality: This e-mail transmission may contain information which is protected by attorney-client, work product and/or other privileges.  If you are not the intended recipient, you are hereby notified that any disclosure, or taking of any action in reliance on the contents, is strictly prohibited.  If you have received this transmission in error, please contact us immediately and return the e-mail to us by choosing Reply (or the corresponding function on your e-mail system) and then deleting the e-mail.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kirsten Samwel
Sent: Thursday, September 03, 2015 3:22 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] SNT

I would be interested in this as well.  Thank you.
[https://mailtrack.io/trace/mail/3341234a957faa532b934e5e197f67354dbcce1e.png]

Kirsten A. Samwel
Attorney at Law
Samwel Cousineau, PC
700 W. Evergreen Blvd.
Vancouver, WA  98660
Ph:  (360)750-3789
Fax:(360)750-3788
kirstensamwel at gmail.com<mailto:kirstensamwel at gmail.com>

This email message may contain information that is privileged

-----------------------------------------------------------------------
The information contained in this message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately, and delete the original message.

NOTICE !
Samwel Cousineau, PC, does not accept service by facsimile or electronic means, including email, unless specifically agreed to in writing as set forth in Washington State Superior Court Civil Rule 5(b)(7).

IRS CIRCULAR 230 DISCLOSURE:  To ensure compliance with requirements imposed by the IRS, we inform you that any advice relating to a Federal tax issue contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any matters addressed herein.




On Thu, Sep 3, 2015 at 12:05 PM, Jayne Gilbert <jgilbertatty at gmail.com<mailto:jgilbertatty at gmail.com>> wrote:
Does anyone out there have provisions they might share for a SNT involving a beneficiary who is bi-polar? In this case the benef for the most part functions quite well for years, but hits some episodes for which his medicine needs to be changed or he may need to go to the hospital for a while

Thank you

--
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515<tel:%28360%29%20336-9515>
*************************************************

_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto: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/20150903/937b0a77/attachment.html>