<div dir="ltr">You could see if the beneficiary qualifies for a LOT, it would take out alot of the guess work for SNT and costs associated with it and/or finding a trustee to manage a small trust. <div><br></div><div><a href="http://www.ddlot.org/">http://www.ddlot.org/</a><br></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Jan 29, 2016 at 2:20 PM, Katharine P. Bauer <span dir="ltr"><<a href="mailto:kpb@bpblegal.com" target="_blank">kpb@bpblegal.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">Consider Testator's intent before dissolving trust and giving outright....using TEDRA</div><div class="gmail_extra"><br><div class="gmail_quote"><div><div class="h5">On Fri, Jan 29, 2016 at 1:49 PM, Roger Hawkes <span dir="ltr"><<a href="mailto:Roger@law-hawks.com" target="_blank">Roger@law-hawks.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">
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">LA Plus does small pooled trusts. Failing that, you might try a TEDRA dissolving the trust.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Roger Hawkes, WSBA # 5173<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">19909 Ballinger Way NE<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Shoreline, WA 98155<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><a href="http://www.hawkeslawfirm.com/" target="_blank"><span style="color:blue">www.hawkeslawfirm.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><a href="tel:206%20367%205000" value="+12063675000" target="_blank">206 367 5000</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Fax is <a href="tel:206%20367%204005" value="+12063674005" target="_blank">206 367 4005</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<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""> Paul Grant [mailto:<a href="mailto:paulnnepa@gmail.com" target="_blank">paulnnepa@gmail.com</a>]
<br>
<b>Sent:</b> Friday, January 29, 2016 1:25 PM<br>
<b>To:</b> Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Special Needs Trustee - Uneconomical Trust?<u></u><u></u></span></p><div><div>
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">I have a well-intended client that recently passed and she set up a SNT in her will for her son who is an addict and on social benefits. Ultimately, client spent most of her money and now a paltry $18k remains for the trust. I am thinking
that this is too small a sum for a trustee to assume, let alone for it to last a reasonable time to fully set up the trust.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">First: any SNT trustees out there that would take on such a sum or,<u></u><u></u></p>
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<p class="MsoNormal">Second: is this an appropriate distribution through RCW 11.98.070(32) for the current trustee (sister who wants out and is only trustee for the initial administration of the set up, gathering, electing new trustee, etc) to fully end the
trust and simply give it outright?<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Your collective thoughts are very appreciated.<br clear="all">
<u></u><u></u></p>
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<p class="MsoNormal"><br>
Paul H. Grant - JD, LL.M<br>
<br>
Planning with Purpose, Inc<br>
Lynnwood, WA 98036<br>
<a href="tel:425-939-9948" value="+14259399948" target="_blank">425-939-9948</a><br>
<a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br>
<br>
Estate Planning. Business Planning. Wealth Succession.<u></u><u></u></p>
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<br></div></div>_______________________________________________<br>
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