[WSBAPT] Special Needs Trust & allowable expenses

[Jim Doran]

AGAIN:  Any one comment on this???

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 on behalf of 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
jim at doranlegal.com
www.doranlegal.com
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