[WSBAPT] FW: SNT in Will or RLT

[Tom Westbrook]

Greetings,



85 year old PC wants to have an RLT (which I do not want him to have) to
hold his real property then 1/3 each to his heirs at his death. He needs a
Special Needs Trust for his step daughter that is on SSI. As I understand
it, the SNT has to be a testamentary SNT (not in RLT) to protect her SSI
income and later any lien for SSI payments made on the 1/3 going into the
SNT. Is my understanding correct?



Sincerely,



Tom



Thomas J. Westbrook

Attorney at Law





Rodgers Kee Card & Strophy, P.S.

324 West Bay Drive NW, Suite 201

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Email: tjw at buddbaylaw.com

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www.buddbaylaw.com



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