[WSBAPT] Special Need Trust distribution toward mortgage

Robert R. Cole cole-gilday at stanwoodlaw.net
Thu Jan 10 14:15:45 PST 2019


Folks, I am going to try this again; not sure it made it.  Thanks for 
any insight.

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 1/9/2019 12:27 PM, Robert R. Cole wrote:
>
> Third party special needs trust established by Mom's Will for son.  
> Son is disabled. He and his wife are living in C/P home with a large 
> mortgage in both names.  Son soon to be eligible for Medicaid (COPES), 
> so want to keep him eligible.  So, can the SNT make the mortgage 
> payment?  Does it matter if the home is conveyed to Wife? (H would 
> still be on mortgage.)  Can the SNT pay off the mortgage, in whole or 
> in part?    I am under the impression that a SNT could provide the 
> down payment for a house, or provide a paid for house, but could not 
> pay rent for an apartment.  I appreciate your insight/expertise.  Thanks.
>
> -- 
>
> 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)
>
> This message contains confidential and privileged information that is 
> intended only for the named recipient(s).Unless you are the named 
> recipient or authorized agent thereof, you are prohibited from 
> reading, copying, distributing or otherwise disseminating such 
> information.If you receive this communication in error, please notify 
> the sender immediately.
>
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