[WSBAPT] FW: SNT in Will or RLT

[Jim Doran]

I am not really sure about this question, but my instincts tell me that as
long as the "successor trustee" sets up the Special Needs Trust correctly,
it can be done in a RLT.  It is a matter of doing it before any funds go to
the SNT beneficiary.

Please correct me if I am wrong about this.

Jim Doran
James R. Doran
Attorney at Law
100 E. Pine Street -  Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com
www.doranlegal.com


On Mon, Aug 23, 2021 at 2:07 PM Tom Westbrook <tjw at w3net.net> wrote:

> 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
>
> Olympia, Washington  98502
>
>
>
> Phone: 360-352-8311
>
> Facsimile: 360-352-8501
>
> Email: tjw at buddbaylaw.com
>
> Skype: thomas.westbrook
>
> www.buddbaylaw.com
>
>
>
> The information contained in this email and attachment(s) are for the
> exclusive use of the addressee(s) and may contain private, privileged
> and/or confidential information.  If you are not the addressee, you are
> strictly prohibited from reading, photocopying, distributing or otherwise
> using this email or its contents in any way. If you have received this
> communication in error, please notify us immediately by telephone at
> 360-352-8311 or by e-mail to reception at buddbaylaw.com, and destroy the
> original message from your electronic files.
>
>
>
> COVID-19 UPDATE:
>
> s Rodgers Kee Card & Strophy will no longer maintain “open” hours at the
> physical office.
>
> s All the staff is working remotely.  We are routinely monitoring our
> voice mail and email, which is the best way to communicate during this
> period.
>
> s We are still taking new clients but consultations will be telephonic or
> via video conferencing, and any in-person meetings will be by appointment
> and only if necessary to execute documents.
>
> s Please provide necessary documents to us by scan and email, where
> possible, or by mail if not.
>
> s We anticipate these changes will be effective for the foreseeable
> future.  We are doing everything we can to maintain the level of service
> and professionalism we’ve always provided, even in the face of this public
> health crisis. Thank you in advance for your patience and understanding.
>  We look forward to the soonest possible return to full operations and
> continued service to our clients.
>
>
>
>
>
>
>
>
>
>
>
>
>
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210823/d8fd3086/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Picture (Device Independent Bitmap) 1.jpg
Type: image/jpeg
Size: 4615 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210823/d8fd3086/PictureDeviceIndependentBitmap1.jpg>