[WSBAPT] social security question

[Roger Hawkes]

I concur with Diane; it is grandparent's money; he/she is free to do with it whatever suits.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Monday, March 13, 2023 3:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] social security question

So, at the risk of stepping over a line I don't practice in, but intuitively my thought is that just because grandparent segregated the money should not mean it should have to be released at age.  I view the payments to the guardian for the benefit of the child - somehow the child was fed, housed, transported and clothed so really some (all?) is really the grandparents I would suggest and she is free to make a gift of such money into trust to keep it more protected.

Now if the money is excess funds and the child's social security was used for the items mentioned above, I'd reconsider.

I have zero legal authority but it just seems to me that there is some room for planning.  Even if it is setting up a Custodial Account until age 25 as allowed in WA.

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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Shannon Jones
Sent: Monday, March 13, 2023 1:58 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] social security question

Listmates, Have a retired client who adopted a grandchild. Client is retired on social security, so social security sends separate check for adopted dependent. Client has kept the grandchild's SS money separate and would like to put in trust for college, to buy a house, etc. Grandchild is nearing 18 years of age. Is client permitted to put SS money in trust with conditions for distribution that extend beyond age 18? Or is this the child's money, period, on attaining age 18. Input appreciated - Shannon

[cid:image001.png at 01D95748.2F76D8C0]
Shannon R. Jones | Attorney
Campbell Barnett PLLC
Direct:  253.848.3515
Office: 253.848.3513| Fax: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj at campbellbarnettlaw.com<mailto:shannonj at campbellbarnettlaw.com>
campbellbarnettlaw.com<https://campbellbarnettlaw.com/>

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