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<p class="MsoNormal"><span style="color:#1F3864">Colleagues:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">I have a question that I sent to a few people that I know practice in the special needs area, but maybe one of you can confirm my thought – or tell me I am all wet.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">Client is leaving $ for 1 son who is on SSDI.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">They would rather wait until her death to see if a “trust is really necessary” so want the Will to only direct the PR to set a trust up, if necessary.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">My concerns are several layers deep, but the reason I am asking for your input:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">Under WA law, property vests in a beneficiary immediately upon death (subject only to expenses, etc.).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F3864">I’m thinking the 250k would vest in son personally, outright, immediately on Mom’s death.
<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F3864"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F3864">Thus, if there is no trust to receive it, it could disqualify him for SSDI purposes. Is this correct?<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F3864"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F3864">In other words, the trust should be in the Will, ready to receive the bequest and NOT set up after the fact ??<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F3864"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F3864">I’m concerned that if it is subsequently established – it essentially becomes a self-settled trust because the property vested in him at death. But, as above, perhaps I am off.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">Thanks for any yea or nay.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864">Best, Claudia<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:ParkAvenue;color:#1F3864">Claudia A. Gowan<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><b><i><span style="color:#1F3864"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal" style="line-height:9.0pt;mso-line-height-rule:exactly"><b><span style="color:#1F497D">Claudia A. Gowan, PLLC<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">2212 Queen Anne Avenue No., # 338 (M)<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">Seattle, WA 98109<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F497D">(206) 443-2733 (T)<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:#1F4E79"><a href="mailto:claudia@cagowanlaw.com"><span style="color:#1F4E79">claudia@cagowanlaw.com</span></a>
<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><a href="https://www.bestlawyers.com/lawyers/claudia-a-gowan/141568"><span style="color:#0563C1;text-decoration:none"><img border="0" width="164" height="55" style="width:1.7083in;height:.5729in" id="Picture_x0020_1" src="cid:image003.jpg@01D695A9.E10E9810"></span></a><span style="color:#1F3864"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:#1F4E79"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><u><span style="color:#1F4E79"><a href="http://www.seattletrustsandestates.com/"><span style="color:#0563C1">www.seattletrustsandestates.com</span></a></span></u></b><span style="color:#1F3864"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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