[WSBAPT] Special Needs Trust & allowable expenses

[Jim Doran]

Ha.  Good inquiry.  The remaindermen benefit, too.  No one would complain.
But there are rules about Special Needs Trusts and I think the idea that if
it benefits the beneficiary it is a good expense.

Jim


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 Wed, Jul 26, 2017 at 12:14 PM, Robert R. Cole <
cole-gilday at stanwoodlaw.net> wrote:

> 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 <(360)%20393-9506>
> jim at doranlegal.com
> www.doranlegal.com
>
>
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