[WSBAPT] Special Needs resources

[Mark Vohr]

Kira – it is not so much the investment vehicles, but more the investment strategy.  Check the prudent investor rules, RCW 11.101.020.

Regards,

Mark

Mark C. Vohr, Esq.
Ohana Fiduciary Corp.
Ohana Financial Services
A Washington Trust Company
Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com      www.ohanafc.com

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kira Rubel
Sent: Thursday, April 9, 2020 8:33 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Special Needs resources

Good morning, list! I am inquiring for a client who has a special needs daughter. Does anyone have any great suggestions on investment vehicles for special needs kids?

Thanks!

Kira M. Rubel

*Licensed in CA and WA

The Harbor Law Group (formerly, Law Office of Kira M. Rubel)

3615 Harborview Drive NW, Suite C (on the dock)

Gig Harbor, WA 98332-2129

Tel.  (253) 251-2955 | (800) 836-6531

Fax. (206) 238-1694

Zoom ID. (253) 251-2977

www.theharborlawgroup.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.theharborlawgroup.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=HEAuT_hqtZn4qLQhHAi0ntV5et_sOt-1emyq908pphc&s=T1vbVzdQqcBeAq3fg5tnfHZWx9N5-YSDntQPBr1F8aE&e=>

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