[WSBAPT] PR duty as to Will beneficiary on State assistance

[Diane J. Kiepe]

Some states (and I think CA but disclosure – I’m not licensed there) would consider the interest vested for determining if the trust were “self-settled” or “third-party trust” where the testamentary document does not put the money into trust by the testamentary document’s terms but is put there by either a process like TEDRA or by Court Order (I believe CA has a court process).  The goal is to not disqualify the beneficiary but at the same time require formalities to be recognized.  As such some states allow the process to pass from estate to trust but (absent SNT language) consider the Trust a self- settled trust.  As you likely know the self-settled is subject to estate recovery.

Best of luck,

Diane J. Kiepe

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael at westseattleattorney.com
Sent: Monday, September 9, 2019 12:45 PM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] PR duty as to Will beneficiary on State assistance

Does PR have a duty to not give inheritance to decedent's child who is on state aid (CA) and or have the funds to go to a special needs trust?  Further,  once the father has died did the money vest in the child and therefore its too late to put into a special needs trust?
Thanks
Mike

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