[WSBAPT] trust language interpretation re medical costs

[Josh Grant]

Client’s spouse (who has dementia with mounting assisted living costs) is the beneficiary of a testamentary trust.  the trust provides that the maximum amount the trustee can distribute to spouse is 10% or $10,000 per year.  Remainder goes to spouse’s kids. In the “powers” section it does provide “Payments to Disable Persons”  [TRustee may] make payments to Beneficiaries under a disability by payments directly to such Beneficiaries.... or to expend such payments on their behalf, without court supervision”.  The way I interpret that is that it allows payments for someone disabled but that any such payments must be within the $10,000 per year.  Any court cases that would allow more of than the $10,000/year.?  Client needs that help.
Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578
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