[WSBAPT] Referral - Trustee of Special Needs Trust - Social Security Administration

Roger Hawkes Roger at law-hawks.com
Wed Feb 10 14:46:34 PST 2021


Agreed; I refer to LA+ regularly.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sarah McCarthy
Sent: Wednesday, February 10, 2021 2:26 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referral - Trustee of Special Needs Trust - Social Security Administration

Given the person's limited resources (SSI being an issue) a pooled SNT might be a good option - Lifetime Advocacy Plus serves as trustee for pooled SNTs in Western WA.


Sarah O’Farrell McCarthy

(Pronouns: she / her)
Attorney | Kelly, Arndt & Walker, Attorneys at Law, PLLP
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On Wed, Feb 10, 2021 at 12:53 PM Jensen Mauseth <jmauseth at mausethlegal.com<mailto:jmauseth at mausethlegal.com>> wrote:
Does anyone have any recommendations and referrals for a Trustee of a Special Needs Trust to help her get the beneficiary’s SSI benefits reinstated?

The letter was issued recently and a Social Security Administration appeal might be necessary.

Thanks.
Jensen

Jensen Mauseth
Mauseth Legal, PLLC
Bothell Office
22618 Bothell-Everett Hwy, Ste. D
Bothell, WA 98021
Edmonds Office
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