[WSBAPT] Special needs trust twist

Andrew Hay andrewhay at washingtonlaw.net
Thu Dec 3 23:55:21 PST 2020


Hello again Listmates

Second question today!  This one involves a grandma leaving money to her son who has a special needs child.  The son is paid by the state to care for the disabled son and grandma is concerned that the son will lose the income if he receives an inheritance.  So she wants to set up a the equivalent of a special needs trust for the son to prevent him from acquiring resources that disqualify him from getting paid to care for his son.

Has any come across such a situation?

Andrew Hay
Hay & Swann PLLC
201 S. 34th St.
Tacoma, WA 98418
www.washingtonlaw.net<http://www.washingtonlaw.net/>
andrewhay at washingtonlaw.net<mailto:andrewhay at washingtonlaw.net>
253.272.2400 (w)
253.377.3085 (c)
THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY.  IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES




From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Shaw Law
Sent: Thursday, December 3, 2020 4:08 PM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] Okanogan County

The Omak-Okanogan County Chronicle.

www.omakchronicle.com<http://www.omakchronicle.com>

-D

David D. Shaw, Attorney
Shaw Law Group | P.O. Box 12050 | Portland OR | 97212
503.221.4260 (tel) | 503.221.4267 (fax) | www.shaw-law.net
[cid:image001.png at 01D6C9CF.00F52F50]
Practicing in Indian, business, real estate, and personal injury law.

The information contained in this communication is confidential, may be
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Unauthorized use, review, disclosure or copying is strictly prohibited.  If
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Andrew Hay
Sent: Thursday, December 3, 2020 3:41 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Okanogan County

Hello listmates
What are the publication options for a notice to creditors in Okanogan?

Andrew Hay
Hay & Swann PLLC
201 S. 34th St.
Tacoma, WA 98418
www.washingtonlaw.net<http://www.washingtonlaw.net/>
andrewhay at washingtonlaw.net<mailto:andrewhay at washingtonlaw.net>
253.272.2400 (w)
253.377.3085 (c)
THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY.  IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES
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