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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Susan – <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-family:"Times New Roman",serif"> Short answer, yes absolutely. A third party funded special needs trust can be a testamentary trust. Professional Trustees such as Ohana, PIC Trust, WE trust, and GSS and others
manage these kinds of trusts all the time and have a great deal of experience doing so.
<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"><span style="font-family:"Times New Roman",serif">Regards, <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-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>
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<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>sdonahue@sdonahuelaw.com<br>
<b>Sent:</b> Monday, March 22, 2021 9:33 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Special Needs Trust as Testamentary Trust in a Will<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello List Mates,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’ve done Special Needs Trusts and I’ve done testamentary trusts, but I’m thinking my client needs a Special Needs Trust as a testamentary trust in her will. She has two sons. One has been severely disabled all his life. The other son
will take care of him upon her death. She is not her disabled son’s guardian. He has no guardian per se. She has been appointed by the state to handle his disability payments and that has worked well for her. Her disabled son is in his 20s.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">She wants me to draft a will, but, obviously, she can’t leave anything to her disabled son. So, I’m thinking that I could draft a Special Needs Trust in the will as a testamentary trust and make her other son the trustee. Would this work?
Can a Special Needs Trust be a testamentary trust in a will?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any thoughts or suggestions would be very welcomed.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Susan<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Susan Donahue<o:p></o:p></b></p>
<p class="MsoNormal">Law Office of Susan Donahue<o:p></o:p></p>
<p class="MsoNormal">125 West 2<sup>nd</sup> Avenue, Suite “B”<o:p></o:p></p>
<p class="MsoNormal">P.O. Box 81<o:p></o:p></p>
<p class="MsoNormal">Twisp, WA 98856<o:p></o:p></p>
<p class="MsoNormal">(509) 996-5944 (phone)<o:p></o:p></p>
<p class="MsoNormal">(509) 362-9692 (fax)<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:sdonahue@sdonahuelaw.com">sdonahue@sdonahuelaw.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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