[WSBAPT] special needs trust

[jennaprinzlaw at gmail.com]

Hello listmates, 

 

My client is a PR in an Estate where there was no will.  The mother passed
away.  She did not set up a Special Needs Trust for her son before she
passed away.  The PR needs to set up a Special Needs Trust for the son (his
brother) so he can deposit the son's inheritance from the mother into the
Special Needs Trust.  His brother is disabled and is of age. 

 

Does anyone have a template they are willing to share or have any comments
or suggestions?  

 

Thank you in advance, 

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