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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">I would be interested in hearing thoughts on this. I could not find anything on trusts in the few places I looked, but my understanding is that if a will fails to fully distribute an estate,
then the intestacy laws kick in for the property that is not effectively distributed. I’m not sure what happens if the testamentary trust fails to say where the property goes upon termination. Residuary clause vs. intestate distribution?
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, Esq.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Financial Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">mcv@ohanafc.com www.ohanafc.com<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>David Faber<br>
<b>Sent:</b> Tuesday, October 20, 2020 3:25 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Ultimate Disposition of Supplemental Needs Trust Assets<o:p></o:p></p>
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<p class="MsoNormal">List:<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Decedent's Will created a Supplemental Needs Trust (SNT) for child (C). The Will is silent, however, regarding the disposition of any remaining assets of the SNT at the time of C's death. My presumption for how this is treated at law could
go one of two ways, both of which are likely to result in the same outcome given the facts of this situation (C has no children, is unmarried, and is close to 70 years old, so is highly unlikely to ever have children), but for the sake of my practice and perhaps
others who may run across this issue, I figure sending my question to the list is valuable:<o:p></o:p></p>
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<p class="MsoNormal">When the beneficiary of a Supplemental Needs Trust dies leaving funds in the trust and where the Supplemental Needs Trust remains silent about the ultimate disposition of the remaining funds, to whom should the Trustee make final distribution?
Should it be the beneficiary's heirs at law according to RCW 11.04.015 or should it be the other beneficiaries of the Decedent's Will?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Additional fact: this is not a self-settled special-needs trust/a (d)(4)(a) trust, obviously, as it was established pursuant to C's mother's Will, so it is not subject to distribution to the DSHS/State Medicaid authorities upon C's death.<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Best,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">David J. Faber<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Faber Feinson PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">210 Polk Street, Suite 1<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Port Townsend, WA 98368<br>
(360) 379-4110<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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