[WSBAPT] Means Tested Benefits Expert

[Sara D. Longley]

I recommend Leigh Bennett, located in Edmonds: (425) 776-0139,
<mailto:leigh at bennett-bennett.com> leigh at bennett-bennett.com. 

 

Sara

 



Sara D. Longley, J.D., LL.M.

 

LONGLEY LAW PLLC 

1734 NW Market Street

Seattle, WA 98107

 <tel:%28206%29%20434-5644> (206) 434-5644

 <mailto:Sara at longley-law.pro> Sara at Longley-law.pro

 <http://www.longley-law.pro/> www.longley-law.pro

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of steve mcconnell
Sent: Thursday, April 26, 2018 10:27 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Means Tested Benefits Expert

 

Client bequeathing his sizeable estate in equal shares to three children,
two directly, one to an existing special needs trust for adult child with
significant disabilities and medical issues. Client wants to give some funds
now directly to disabled child, special needs trustees also have questions
as to permissible future distributions without impacting benefits which,
given disabled person's medical needs, are significant. Any recommendations
as to someone specializing in these issues? This is well above my pay grade.

 

Thanks in advance.

 

Steven M. McConnell
Attorney at Law
144 Railroad Ave., Suite 308
Edmonds, WA  98020-4100
Tel:  (206) 783-0201
Fax: (206) 789-5199
Email:   <mailto:smcconnelllaw at hotmail.com> smcconnelllaw at hotmail.com
 

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