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<p>Thanks Sarah. The concern I have is that she will be wanting
monthly payments of bills (cable, etc) and purchase of things.
So, how easy is it to get the money out? I know it is totally
discretionary, so legally there are no guarantees she will ever
get any benefit from it, but how does it work in practice?<br>
</p>
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<div class="WordSection1">
<p class="MsoNormal">Very Truly Yours,</p>
<p class="MsoNormal">Robert R. Cole</p>
<p class="MsoNormal">Law Office of Cole & Gilday, P.C. </p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">10101 - 270th St. NW </p>
<p class="MsoNormal">Stanwood, WA 98292 </p>
<p class="MsoNormal">(360) 629-2900 (Telephone) </p>
<p class="MsoNormal">(360) 629-0220 (Fax) </p>
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<div class="moz-cite-prefix">On 3/9/2020 9:10 AM, Sarah McCarthy
wrote:<br>
</div>
<blockquote type="cite"
cite="mid:CAFVmgTnfw1RFj5SyYxesRxKD5ht7bNTTM6Fxn1OqPZVuNmRL0Q@mail.gmail.com">
<meta http-equiv="content-type" content="text/html; charset=UTF-8">
<div dir="ltr">
<div class="gmail_default"
style="font-family:garamond,serif;font-size:large">If she
meets the eligibility criteria, perhaps a "pooled" SNT under
section d4c would be a better fit for her. Lifetime Advocacy
Plus is a nonprofit in Western WA that administers one such
fund. They have a very simple 2-page agreement that she would
have to sign off on, and the organization would serve as
trustee. <a href="https://www.laplus.org/"
style="font-family:Arial,Helvetica,sans-serif;font-size:small"
moz-do-not-send="true">https://www.laplus.org/</a> Since
this is contrary to the Will provision, perhaps a TEDRA
agreement would be an effective work-around.</div>
<div class="gmail_default"
style="font-family:garamond,serif;font-size:large"><br>
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<div class="gmail_default"
style="font-family:garamond,serif;font-size:large"><br>
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<p style="margin:0in 0in 0pt"><b><span
style="color:black;font-family:"Arial",sans-serif"><font
face="arial,helvetica,sans-serif">Sarah
O’Farrell McCarthy</font></span></b><span
style="color:rgb(31,73,125)"><br>
</span><font
face="arial,helvetica,sans-serif">Attorney
| <font color="#000000">Kelly, Arndt
& Walker, <font color="#000000">Attorneys
at Law, PLLP</font></font></font><font
color="#000000"><font color="#000000"><font
color="#000000"><font color="#000000"><font
color="#000000"><font
color="#000000"><font
color="#000000"><font
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color="#000000"><font
color="#000000"><span
style="color:rgb(31,73,125)"><br>
</span><span
style="color:black"><font
face="arial,helvetica,sans-serif">6443 Harding Avenue | <span
style="color:black"><font
color="#000000">P.O.
Box 290 | <font
color="#000000">Clinton, WA 98236</font><span
style="color:rgb(31,73,125)"></span></font></span></font></span><span
style="color:rgb(31,73,125)"><br>
</span><span
style="color:black"><font
face="arial,helvetica,sans-serif">Phone: (360) 341-1515 | Fax: (360)
341-3272</font><br>
<span
style="color:rgb(31,73,125)"><a
moz-do-not-send="true"><font face="arial,helvetica,sans-serif"
color="#222222">sarah@kawlawyers.com</font></a> <font
color="#000000">|
<span
style="color:black"><span
style="color:rgb(31,73,125)"><font color="#000000"><a
href="http://www.kawlawyers.com"
target="_blank" moz-do-not-send="true">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p>
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<div class="gmail_quote">
<div dir="ltr" class="gmail_attr">On Fri, Mar 6, 2020 at 5:00 PM
Robert R. Cole <<a
href="mailto:cole-gilday@stanwoodlaw.net"
moz-do-not-send="true">cole-gilday@stanwoodlaw.net</a>>
wrote:<br>
</div>
<blockquote class="gmail_quote" style="margin:0px 0px 0px
0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div>
<p>I have by Will been appointed Trustee for a SNT fbo a
disabled woman on SSI. She very much doesn't like this,
and I am not thrilled about it either. She wants it put
into an ABLE trust, which I understand I cannot do since
she was disabled after age 26. So, my question is, is
there a institutional fund that could work to dole out
benefits to her to keep her qualified for SSI etc? I have
had clients contribute excess money to those, but with the
expectation that they would likely never take it out. How
do they get it out? Thanks.<br>
</p>
<div>-- <br>
<div>
<p class="MsoNormal">Very Truly Yours,</p>
<p class="MsoNormal">Robert R. Cole</p>
<p class="MsoNormal">Law Office of Cole & Gilday,
P.C. </p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">10101 - 270th St. NW </p>
<p class="MsoNormal">Stanwood, WA 98292 </p>
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