[WSBAPT] Professional Trustee for Special Needs Trust

[Diane J. Kiepe]

I have had good luck with Northwest Trustee & Management Services, LLC - they are based out of Spokane County but do business throughout the state and in other states.  They do not do internal investing so some people like that checks and balances between Trustee and investing.

I also have had luck with Columbia Bank Trust Department and Washington Trust Bank's trust department (where I personally know local trust folk).  I have contacts now at US Bank but have not had the opportunity to work directly with them.  My clients who want to keep everything under one roof prefer these larger institutions.

Good luck.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of steve at aitalaw.com
Sent: Tuesday, September 28, 2021 10:57 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Professional Trustee for Special Needs Trust

I have a client who wants to set up a testamentary Special Needs Trust for his adult son with Down Syndrome, but is at a loss as to who to appoint as Trustee. He does not have any friends or family members who he feels are suited for the job or who would not be susceptible to influence by his former spouse (his son's mother) who has battled alcohol and gambling addictions for years. Any recommendations for a professional Trustee for Special Needs Trusts? The client would prefer a Trustee in Thurston or Pierce County, but that's not a deal breaker.

Thank you,

Steve Aita

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P. Stephen Aita
Attorney at Law
Admitted in Washington & Idaho

3010 Harborview Dr., Suite 301
Gig Harbor, WA  98335-1977
Tel.: (253) 858-5434
Fax: (253) 276-2373

steve at aitalaw.com
www.aitalaw.com
www.facebook.com/aitalaw

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