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<p class="MsoNormal">Client’s will has testamentary trust for son. Client is worried that son’s health may later lead to him being on disability (he is not currently). Client wants to know if trust could be modified to become a special needs trust. Seems
like this is exactly what is intended under RCW 11.107 but I have admittedly not tread this ground before. I’m inclined to do simply empower Trustee to exercise Decanting Powers consistent with RCW 11.107 in the event that Trustee determines a special needs
would be beneficial to beneficiary. Given the statutory requirements, I am not concerned about Trustee exercising discretion
<u>in</u>consistent with beneficiary’s wishes. Anyone have any experience or language that they would be willing to share?<br>
Matt<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Matthew D. Yates<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Yates Marshall, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">10000 NE 7th Avenue, Suite 200<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Vancouver, WA 98685<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Phone: (360) 449-6100<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Fax: (360) 449-6111<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><a href="mailto:matt@yatesmarshall.com">matt@yatesmarshall.com</a> (<b>New Email Address</b>)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">www.yatesmarshall.com<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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