[WSBAPT] Special Needs Trust and Allowed Expenses

[Jim Doran]

My client is a Trustee under a SNT for a disabled sibling, his sister.  The
SNT is not particularly well written so there is not much guidance as to
what the trust funds can be used for the beneficiary sibling.  The disabled
sister has a life estate in the family home (parents are deceased).  The
Trustee wants to spend $5,000 from the Special Needs Trust to help with
remodeling the home where the disabled sister lives. The other siblings,
the eventual owners after the expiration of the life estate, will
contribute $15,000 towards the remodel.

Is it appropriate for the SNT to contribute the funds to the remodel of the
house occupied under a life estate by the beneficiary of the SNT?

Jim Doran

James R. Doran
Attorney at Law
100 E. Pine Street -  Suite 205
Bellingham, WA 98225
(360)393-9506 <(360)%20393-9506>
jim at doranlegal.com
www.doranlegal.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20170726/e33cfa34/attachment.html>