[WSBAPT] substitute for special needs trust
Robert R. Cole
cole-gilday at stanwoodlaw.net
Fri Mar 6 16:55:30 PST 2020
I have by Will been appointed Trustee for a SNT fbo a disabled woman on
SSI. She very much doesn't like this, and I am not thrilled about it
either. She wants it put into an ABLE trust, which I understand I
cannot do since she was disabled after age 26. So, my question is, is
there a institutional fund that could work to dole out benefits to her
to keep her qualified for SSI etc? I have had clients contribute excess
money to those, but with the expectation that they would likely never
take it out. How do they get it out? 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)
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