<div dir="ltr">The trust is not necessarily concerned with the ability to get government aid</div><div class="gmail_extra"><br><div class="gmail_quote">On Thu, Sep 3, 2015 at 4:01 PM, Jayne Gilbert <span dir="ltr"><<a href="mailto:jgilbertatty@gmail.com" target="_blank">jgilbertatty@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">Ok maybe I have misused the term SNT What I'm trying to cover is a Trust for the benefit of someone that has capacity most of the time (can be years) but has episodic events that render him incompetent. I am looking for trust provisions to address incapacity and then regaining competency<div><br></div><div>Thank you</div></div><div class="gmail_extra"><br><div class="gmail_quote"><div><div class="h5">On Thu, Sep 3, 2015 at 3:39 PM, Jim Doran <span dir="ltr"><<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a>></span> wrote:<br></div></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div class="h5"><div lang="EN-US" link="#0563C1" vlink="#954F72"><div><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">I am wondering about this question. Maybe I am missing something. And maybe it is because I have not faced what is actually being asked.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">Anyway, the Special Needs Trusts that I do are not illness specific. They are worded to set up the Trust and corpus for the benefit of the Beneficiary to be used for <u>anything that does not violate the rules and regulations on any federal or state aid programs</u> the beneficiary might be getting or to get in the future. I have seen the SNT that recites a listing of what the Trust can be used for but the better practice, so I was taught, is to not try to list the things that the Trust can be used for but, on the other hand, to list what it can’t be used for: “anything that violates the aid the beneficiary is receiving”. <u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">I can imagine that there could be a SNT that is not concerned with aid programs at all and that recites specific things the Trust can be used for. Is that the version of what you are asking for?<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">Jim<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">James R. Doran<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">Attorney at Law<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1f497d">100 E. Pine Street – Suite 205<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Bellingham, WA 98225<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><a href="tel:%28360%29393-9506" value="+13603939506" target="_blank">(360)393-9506</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Jayne Gilbert<br><b>Sent:</b> Thursday, September 3, 2015 12:06 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] SNT<u></u><u></u></span></p><span><p class="MsoNormal"><u></u> <u></u></p><div><p class="MsoNormal">Does anyone out there have provisions they might share for a SNT involving a beneficiary who is bi-polar? In this case the benef for the most part functions quite well for years, but hits some episodes for which his medicine needs to be changed or he may need to go to the hospital for a while<u></u><u></u></p><div><p class="MsoNormal"><u></u> <u></u></p></div><div><p class="MsoNormal">Thank you<br clear="all"><u></u><u></u></p><div><p class="MsoNormal"><u></u> <u></u></p></div><p class="MsoNormal">-- <u></u><u></u></p><div><div><p class="MsoNormal">*************************************************<u></u><u></u></p></div><div><p class="MsoNormal">Jayne Marsh Gilbert<u></u><u></u></p></div><div><p class="MsoNormal">Gilbert and Gilbert Lawyers, PS<u></u><u></u></p></div><div><p class="MsoNormal"><a href="tel:%28360%29%20336-9515" value="+13603369515" target="_blank">(360) 336-9515</a><u></u><u></u></p></div><div><p class="MsoNormal">*************************************************<u></u><u></u></p></div></div></div></div></span></div></div><br></div></div><span class="">_______________________________________________<br>
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<div>Jayne Marsh Gilbert</div>
<div>Gilbert and Gilbert Lawyers, PS</div>
<div><a href="tel:%28360%29%20336-9515" value="+13603369515" target="_blank">(360) 336-9515</a></div>
<div>*************************************************</div></div>
</span></div>
</blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature"><div>*************************************************</div>
<div>Jayne Marsh Gilbert</div>
<div>Gilbert and Gilbert Lawyers, PS</div>
<div>(360) 336-9515</div>
<div>*************************************************</div></div>
</div>