<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>Is the son legally incapacitated? If not, he would join in the TEDRA and I would be concerned that makes the SNT self-funding, which would be a problem for certain benefits. </div><div id="AppleMailSignature"><br></div><div id="AppleMailSignature">If incapacitated, is there an AID with authority, or a guardian who could stand in for the son in a judicial TEDRA reformation? A court-ordered change would be preferable. </div><div id="AppleMailSignature"><br></div><div id="AppleMailSignature">John J. Sullivan<br><br>Sent from my iPad</div><div><br>On Oct 18, 2016, at 11:11 AM, Goffe, Wendy S. <<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a>> wrote:<br><br></div><blockquote type="cite"><div>
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<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Parents set up a Crummey Trust for son who is now disabled. Does anyone have thoughts on using TEDRA to convert the trust to a SNT? I would remove the Crummey power, change
the distribution provisions and I think I should add a payback provision.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Has anyone tried this and did it work?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">I am not sure what to do about having someone sign on behalf of the son.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">I would appreciate the collective wisdom of the group.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Wendy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#244061">Wendy S. Goffe</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black"> | Partner<br>
</span><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#244061">STOEL RIVES
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Direct: (206) 386-7565 | Fax: (206) 386-7500<br>
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www.stoel.com</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any unauthorized review,
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