[WSBAPT] Special Needs Trust -- debit card?

Maureen Wickert wickertlaw at comcast.net
Wed Jun 10 09:36:21 PDT 2020


You may consider looking into TrueLink.  https://www.truelinkfinancial.com/card/  This Visa card has options for the trustee to limit the use of and manage the card. 

 

Very truly yours,

Maureen A. Wickert, Attorney at Law

 



14900 Interurban Avenue South, Suite 255

        Tukwila, WA 98168

       Phone: 206-859-5502

         Fax: 206-260-9005

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

       wickertlaw at comcast.net

This electronic message contains information which may be confidential and/or legally privileged. The information is intended for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the contents of this transmission is prohibited. If you have received this electronic transmission in error, please notify me by telephone or by email immediately.

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Robert R. Cole
Sent: June 9, 2020 15:06
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Special Needs Trust -- debit card?

 

Can a Trustee provide a prepaid debit card that cannot be used to access ATMs to the beneficiary of a SNT on SSI?  Would expect maybe $250/month.  Trustee would warn against using for food or rent, or buying things for other people.  Supposedly to be used for cat food, gas, clothes, household goods, cigarettes.  Trust already pays bills like cable & car insurance.  

-- 



DUE TO COVID-19 OUR OFFICE CURRENTLY CLOSED TO IN-PERSON APPOINTMENTS UNTIL FURTHER NOTICE. WE ARE CONDUCTING PHONE AND/OR VIDEO CONFERENCE APPOINTMENTS. EMAILS WILL BE MONITORED. THANK YOU AND STAY HEALTHY.

 

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.

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200610/24bdfd34/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.jpg
Type: image/jpeg
Size: 2753 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200610/24bdfd34/image002.jpg>


More information about the WSBAPT mailing list