<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">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></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><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 color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font 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><font color="#222222" face="arial,helvetica,sans-serif">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">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt"><br></span></font></p><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. This information is intended to be for the use of the individual or entity named above, If you are not the intended recipient, be aware that any further review, disclosure, printing, copying, distribution, or use of the contents of this transmission is prohibited. If you have received this electronic message transmission in error, please notify us immediately by reply e-mail and delete the original message. Thank you</span><span style="color:rgb(31,73,125);font-size:8pt">. </span></font></p><font color="#000000" size="3"></font><p style="margin:0in 0in 0pt"><span style="color:black;font-size:8pt"><font face="arial,helvetica,sans-serif"> </font></span></p><font color="#000000" size="3"></font><p style="margin:0in 0in 0pt"><span style="color:rgb(68,84,106);font-family:"Arial",sans-serif;font-size:7.5pt"><font face="arial,helvetica,sans-serif">We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.</font></span></p></font></font></font></div></div></div></div></div></div></div></div></div><br></div><br><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">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"><u></u> <u></u></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>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">This message contains confidential and
privileged
information that is intended only for the named recipient(s).<span> </span>Unless you are the named
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distributing or otherwise disseminating such information.<span> </span>If you receive this
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please notify the sender immediately.</p>
<p class="MsoNormal"><u></u> <u></u></p>
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