[WSBAPT] Professional Trustee for Special Needs Trust

[Roger Hawkes]

These folks have a pooled trust for snt.

Lifetime Advocacy Plus

Call
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Social services organization in Lynnwood, Washington
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Roger Hawkes, WSBA # 5173
Sky Valley Law
For incoming mail: Box 351, Sultan 98294
For in person visits: 423 Main, Sultan, WA 98294
Or other places to be arranged
206 367 5000
360 799 6438
Fax: 206 367 4005

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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