<html><head><meta http-equiv="Content-Type" content="text/html charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Hi Folks,<div class=""><br class=""></div><div class="">I am preparing a will for someone with an alcoholic adult son. In her most recent Will, she gave the house her son lives in to him outright, but put a provision in stating in the event a beneficiary under the will is receiving entitlement benefits, then his share should be held in an SNT. He is not currently receiving entitlement benefits, but she fears he may in the future.</div><div class=""><br class=""></div><div class="">Now she is concerned that he may die young, and she doesn’t want that house or other cash she is leaving him to wind up going to his 11y.o. daughter, but would instead want it to go to her own daughter. She does want him to continue to live in the house for the remainder of his life. </div><div class=""><br class=""></div><div class="">I am trying to decide whether a testamentary trust holding the house and cash would be the best solution. If so, is it okay to state that the trust is for his general maintenance, but if he were receiving entitlement benefits, then it would not be for general maintenance, and the trustee would have sole discretion on distributions so as not to jeopardize the benefits (unless the assets were sufficient that beneficiary and trustee and counsel agree he could forego benefits and live comfortably off the trust)?</div><div class=""><br class=""></div><div class="">I appreciate your suggestions!</div><div class=""><br class=""></div><div class="">Krista</div><div class=""><br class=""></div><div class=""><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Krista J. MacLaren</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Attorney at Law</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Northgate Executive Center II</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">9725 3rd Ave NE, Suite 600</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Seattle, WA 98115</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">(206)523-6116</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;"><a href="mailto:kjm.inc@mac.com" class="">kjm.inc@mac.com</a></span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">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></body></html>