[WSBAPT] special needs trust

[Tom Pixton]

We just did this in an Oregon proceeding. May be slightly different in your jurisdiction.  Attorney Michael Edgel handled the conservatorship and SNT for my intestate beneficiaries and I acted as PR. You might want to call Michael.

Tom

________________________________________________
Tom Pixton
PIXTON LAW GROUP
17355 SW Boones Ferry Road |  Lake Oswego, OR 97035
Call: 503.968.2020  |
Fax: 503-598-7758
Tom at PixtonLaw.com<mailto:Tom at PixtonLaw.com>
http://www.pixtonlaw.com<http://www.pixtonlaw.com/>

Licensed in Oregon, Washington, and California
Accredited by the US Department of Veterans Affairs

       [Description: naela]

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of jennaprinzlaw at gmail.com
Sent: Monday, November 15, 2021 12:44 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] special needs trust

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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