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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Isn’t this an impermissible self-directed trust in order to avoid creditors and allow SSI and Medicaid?<o:p></o:p></span></p>
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<p class="MsoNormal"><a name="Paul_A__Neumiller"><img width="250" height="150" style="width:2.6in;height:1.5583in" id="_x0000_i1025" src="cid:image002.jpg@01D6E83B.3199B600"></a><o:p></o:p></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>Timothy Lehr<br>
<b>Sent:</b> Monday, January 11, 2021 4:43 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Petition for SNT<o:p></o:p></p>
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<p class="MsoNormal">All,<o:p></o:p></p>
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<p class="MsoNormal">Client is PR and sole beneficiary of a parent’s estate. Client is on SSI and will need a special needs trust established to transfer inheritance into. The Will does not account for this and leaves estate outright to client. My research
has shown that an agreement or acknowledgment via TEDRA would be treated as a “gift” in the eyes of SSI and disrupt her benefits. My plan is to petition the court for an order establishing a SNT for client and directing funds into it.
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<p class="MsoNormal">In an effort to avoid re-creating the wheel, does anyone have a template petition for establishment of SNT that might be useful here?
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<p class="MsoNormal">Thank you,<o:p></o:p></p>
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<p class="MsoNormal"><b>Timothy C. Lehr<o:p></o:p></b></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">Stiles Law Inc., P.S.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">p: 360.855.0131<o:p></o:p></p>
<p class="MsoNormal">e: <a href="mailto:timothy@stileslaw.com">timothy@stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">w: <a href="https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.stileslaw.com%2F&data=04%7C01%7C%7C105ea89b98384e46f1f808d8b69392a7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637460092273957667%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=GCfKveXROLBz6LDXHs3NU6b6cAacuevlR3vcxIJ7%2BgE%3D&reserved=0">
www.stileslaw.com</a><o:p></o:p></p>
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