[WSBAPT] SNT

[Jayne Gilbert]

Ok maybe I have misused the term SNT What I'm trying to cover is a Trust
for the benefit of someone that has capacity most of the time (can be
years) but has episodic events that render him incompetent. I am looking
for trust provisions to address incapacity and then regaining competency

Thank you

On Thu, Sep 3, 2015 at 3:39 PM, Jim Doran <jim at doranlegal.com> wrote:

> I am wondering about this question.  Maybe I am missing something.  And
> maybe it is because I have not faced what is actually being asked.
>
>
>
> Anyway, the Special Needs Trusts that I do are not illness specific.  They
> are worded to set up the Trust and corpus for the benefit of the
> Beneficiary to be used for *anything that does not violate the rules and
> regulations on any federal or state aid programs* the beneficiary might
> be getting or to get in the future.  I have seen the SNT that recites a
> listing of what the Trust can be used for but the better practice, so I was
> taught, is to not try to list the things that the Trust can be used for
> but, on the other hand, to list what it can’t be used for: “anything that
> violates the aid the beneficiary is receiving”.
>
>
>
> I can imagine that there could be a SNT that is not concerned with aid
> programs at all and that recites specific things the Trust can be used
> for.  Is that the version of what you are asking for?
>
>
>
> Jim
>
>
>
> James R. Doran
>
> Attorney at Law
>
> 100 E. Pine Street – Suite 205
>
> Bellingham, WA 98225
>
> (360)393-9506
>
> jim at doranlegal.com
>
> www.doranlegal.com
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
> wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *Jayne Gilbert
> *Sent:* Thursday, September 3, 2015 12:06 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] SNT
>
>
>
> 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
>
> *************************************************
>
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>



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