[WSBAPT] Special Needs Trust/ PR Question

Setareh Mahmoodi mahmoodi.setareh at gmail.com
Tue Jan 19 14:28:44 PST 2016


Hello,

I have a client who has a son with disabilities. She wants to create a
Special Needs Trust for him in her will, he will be the only beneficiary.
She wants him to also be the personal representative. She will have other
people to appoint as trustee for the SNT. However, she is very intent on
having him as the PR and also on her Financial and Medical POAs as the
attorney in fact.

I am having a very difficult time finding anything on whether or not this
is appropriate. I am afraid that this will cause issues in the future with
his government funding/programs.

Has anyone dealt with this before or can direct me to where I can find more
on this topic?

Thanks so much!

-- 

Please always call 206-683-1006 or email before dropping by the office as I
could be in court or meetings. Thanks!

*Best regards, *


*Setareh Mahmoodi *

*Attorney at Law *

*18222 104th Ave NE, Suite 103*

*Bothell, WA 98011*

*Phone: 425-806-1500*

*Cell: 206-683-1006*

*Fax: 425-489-4142 (Please email documents if at all possible) *

*Website: **http://www.lawofficesofsm.com/ <http://www.lawofficesofsm.com/>*


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