[WSBAPT] Beneficiary On State Benefits - No Special Needs Trust

Brent Williams-Ruth brent at williams-ruthlaw.com
Wed Jul 27 12:03:13 PDT 2022


Brain Trust -

I have a beneficiary of an estate (rather modest) that is on state
benefits. The Will was not written for a Special Needs Trust.

Would this be a good situation for a TEDRA where the adjustment is simply
changing from the named beneficiary to a Special Needs Trust?

Appreciate any insights.

*Brent Williams-Ruth* (pronouns: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*

*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*

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e-mail <Brent at Williams-RuthLaw.com> / website
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