[WSBAPT] Self-Settled Special Needs Trust - SPR 98.16 issue with a POA?

[Jim Doran]

What are your specific concerns?

Jim Doran

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

On Tue, Jul 25, 2017 at 1:27 PM, David Faber <david at faberfeinson.com> wrote:

> Client is the parent of a disabled person who was recently in an auto
> accident. Their PI attorneys recently secured a settlement without filing a
> lawsuit. No guardianship has ever been instituted for the disabled person
> and she signed a Power of Attorney to my Client back in 2012 giving him
> authority to prosecute and defend lawsuits, manage assets, and deal in
> trust. I'm fairly certain we don't have a SPR 98.16 issue, but I'm
> second-guessing myself today and am wondering if folks who have more
> experience dealing in self-settled SNT's, and specifically those which are
> funded through guardians and attorneys-in-fact, can give me some guidance.
> Does anyone have any thoughts on this or would anyone be willing to chat
> with me in greater depth?
>
> Thank you.
>
> Best,
> David J. Faber
> Faber Feinson PLLC
> 210 Polk Street, Suite 1
> Port Townsend, WA 98368
> (360) 379-4110
>
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