[WSBAPT] Special Needs Trust for beneficiary during probate

[Suzanne Lieberman]

Hello,

We have a client whose father recently passed away without a will. Our
client, the Administrator, and her sister (19), who has a learning
disability and receives SSI, are the only heirs.

It looks like we will need to create a First-Party Special Needs Trust for
the younger sister for her inheritance. Is this right?

Can our client be the Trustee and also create the Trust? At what stage of
the probate does this need to get completed? We have just opened probate.

What else should we keep in mind?

What do you recommend that we charge for such a service/trust?

Sincerely,

Suzanne Lieberman
CMS Law Firm LLC <http://cmslawfirm.com/>
*811 Kirkland Ave. Suite 201 *(please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)


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