<div dir="ltr"><div><div>Thank you. I think the remodel is really electrical and insulation repair that will certainly benefit the disabled beneficiary. Incidental to that will be new construction to cover the repairs.<br><br></div>I appreciate the perspective.<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 12:03 PM, Krista MacLaren <span dir="ltr"><<a href="mailto:kjm.inc@mac.com" target="_blank">kjm.inc@mac.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div style="word-wrap:break-word">Jim,<div><br></div><div>I’m certainly no expert on this, but if the remodeling is for the purpose of making the home more appropriate based on the specific disabilities of the sister, then I think it makes perfect sense to spend trust funds on it, particularly when the remainder beneficiaries are chipping in. If the house as it is cannot adequately accommodate the disabled sister, then she is not getting the benefit of the house. When the trust was written, the point was presumably to give her a benefit of a place to live that met her needs. I would feel comfortable with this expenditure, but I think there should be some good documentation about what isn’t working for the sister and why, and how the remodel will make it work better.</div><div><br><div>
<div><span style="font-family:Calibri">Krista J. MacLaren</span><br style="font-family:Calibri"><span style="font-family:Calibri">Attorney at Law</span><br style="font-family:Calibri"><span style="font-family:Calibri">Northgate Executive Center II</span><br style="font-family:Calibri"><span style="font-family:Calibri">9725 3rd Ave NE, Suite 600</span><br style="font-family:Calibri"><span style="font-family:Calibri">Seattle, WA 98115</span><br style="font-family:Calibri"><span style="font-family:Calibri"><a href="tel:(206)%20523-6116" value="+12065236116" target="_blank">(206)523-6116</a></span><br style="font-family:Calibri"><span style="font-family:Calibri"><a href="mailto:kjm.inc@mac.com" target="_blank">kjm.inc@mac.com</a></span><br style="font-family:Calibri"><br style="font-family:Calibri"><span style="font-family:Calibri">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. </span></div>
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<br><div><blockquote type="cite"><div>On Jul 26, 2017, at 11:50 AM, Jim Doran <<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a>> wrote:</div><br class="m_6761685899103008642Apple-interchange-newline"><div><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><br clear="all"><div><div><div class="m_6761685899103008642gmail_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><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></div><a href="http://www.doranlegal.com/" target="_blank">www.doranlegal.com</a><br></div></div></div>
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