<div dir="ltr">If there is a hint of SN, then I will often fund the SNT and give the trustee the option to change distribution terms and distribute entirely ... I believe there are fewer questions about this process than the reverse.</div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Nov 24, 2015 at 10:12 AM, Valerie Ohlstrom <span dir="ltr"><<a href="mailto:valerie@ohlstromlaw.com" target="_blank">valerie@ohlstromlaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div lang="EN-US" link="blue" vlink="purple"><div><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Please answer to the list. Thank you.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><u></u> <u></u></span></p><div><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Calligraphy"">Very Truly Yours,<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Calligraphy""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Calligraphy"">Val<u></u><u></u></span></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Valerie O. Ohlstrom<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Ohlstrom Law Office<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><a href="mailto:vohlstrom@comcast.net" target="_blank"><span style="color:windowtext">valerie@ohlstromlaw.com</span></a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><a href="http://www.ohlstromlaw.com/" target="_blank"><span style="color:windowtext">www.ohlstromlaw.com</span></a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><a href="tel:%28425%29%20881-5251" value="+14258815251" target="_blank">(425) 881-5251</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Arial","sans-serif";color:black">This electronic message is intended for the sole use of the recipient(s) named above and may contain confidential and legally privileged information. Any unauthorized review, use, copying, disclosure or distribution is prohibited. If you are not the intended recipient, and received this electronic message in error, please immediately contact the sender by reply e-mail and destroy all copies of the original message.<span style="font-variant:small-caps"><u></u><u></u></span></span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1f497d"><u></u> <u></u></span></p></div><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1f497d"><u></u> <u></u></span></p><div><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","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>Eric Nelsen<br><b>Sent:</b> Tuesday, November 24, 2015 9:37 AM<br><b>To:</b> WSBA Probate & Trust listserve (<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>)<br><b>Subject:</b> [WSBAPT] Deferral of Special Needs Trust in Trust provisions<u></u><u></u></span></p></div></div><div><div class="h5"><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">I had a thought while working on another matter, that there are situations where an estate planning client might want to provide for a trust for someone – grandchild, for example – but does not know whether that beneficiary might at some point need government benefits, and a special needs trust would be appropriate.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">What do y'all think about having an option for a Trustee to fund a special needs trust and terminate the ordinary trust early? Something like:<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">If the Trustee determines, in Trustee's sole and absolute discretion, that X qualifies or could qualify for government benefits but for the benefits provided under this trust, then Trustee may retain counsel to create a special needs trust for X's sole benefit during his/her life and having remainder interest provisions identical to this current trust, and having trust purposes and distribution instructions that would allow X to qualify for such government benefits, and upon creation of such special needs trust may terminate this Trust and transfer all remaining assets into such special needs trust.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Would this work? Assuming the special needs trust had the appropriate provisions, I think this could change an ordinary trust into a non-self-settled special needs trust if it becomes necessary.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><span style="font-size:12.0pt">Sincerely,<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">Eric<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">Eric C. Nelsen<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">SAYRE LAW OFFICES, PLLC<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">1320 University St<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">Seattle WA 98101-2837<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">phone <a href="tel:206-625-0092" value="+12066250092" target="_blank">206-625-0092</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt">fax <a href="tel:206-625-9040" value="+12066259040" target="_blank">206-625-9040</a><u></u><u></u></span></p><p class="MsoNormal"><u></u> <u></u></p></div></div></div></div><br>_______________________________________________<br>
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