[WSBAPT] Special Needs Trust & allowable expenses

Wed Jul 26 12:14:51 PDT 2017

Who is it that you think might complain?

Very Truly Yours,

Robert R. Cole

Law Office of Cole & Gilday, P.C.

10101 - 270th St. NW

Stanwood, WA 98292

(360) 629-2900 (Telephone)

(360) 629-0220 (Fax)

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On 7/26/2017 11:50 AM, Jim Doran wrote:
> 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 <mailto:jim at doranlegal.com>
> www.doranlegal.com <http://www.doranlegal.com>
>
>
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