<div dir="ltr"><div>Ha. Good inquiry. The remaindermen benefit, too. No one would complain. But there are rules about Special Needs Trusts and I think the idea that if it benefits the beneficiary it is a good expense.<br><br></div>Jim<br> <br></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div>James R. Doran<br></div>Attorney at Law<br></div>100 E. Pine Street - Suite 205<br></div>Bellingham, WA 98225<br>(360)393-9506<br></div><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br></div><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br></div></div></div>
<br><div class="gmail_quote">On Wed, Jul 26, 2017 at 12:14 PM, Robert R. Cole <span dir="ltr"><<a href="mailto:cole-gilday@stanwoodlaw.net" target="_blank">cole-gilday@stanwoodlaw.net</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p>Who is it that you think might complain?<br>
</p>
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<p class="MsoNormal">Law Office of Cole & Gilday, P.C. </p>
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<div class="m_-6546499194017778307moz-cite-prefix">On 7/26/2017 11:50 AM, Jim Doran wrote:<br>
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<div dir="ltr">AGAIN: Any one comment on this???<br>
<br>
<div>
<div>My client is a Trustee under a SNT for a disabled
sibling, his sister. The SNT is not particularly well
written so there is not much guidance as to what the trust
funds can be used for on behalf of the beneficiary sibling.
The disabled sister has a life estate in the family home
(parents are deceased). The Trustee wants to spend $5,000
from the Special Needs Trust to help with remodeling the
home where the disabled sister lives. The other siblings,
the eventual owners after the expiration of the life estate,
will contribute $15,000 towards the remodel. <br>
<br>
</div>
Is it appropriate for the SNT to contribute the funds to the
remodel of the house occupied under a life estate by the
beneficiary of the SNT?<br>
<br>
</div>
Jim Doran<br>
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<div class="m_-6546499194017778307gmail_signature">
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<div>James R. Doran<br>
</div>
Attorney at Law<br>
</div>
100 E. Pine Street - Suite 205<br>
</div>
Bellingham, WA 98225<br>
<a href="tel:(360)%20393-9506" value="+13603939506" target="_blank">(360)393-9506</a><br>
</div>
<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br>
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<a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br>
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