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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Thank you, Stephen. I thought so, but needed some confirmation!!!<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><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"><span style='color:#0563C1'>sdonahue@sdonahuelaw.com</span></a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Steve King<br><b>Sent:</b> Monday, March 22, 2021 9:51 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Special Needs Trust as Testamentary Trust in a Will<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>You can definitely do a special needs trust in a will. My testamentary special needs trusts largely use the same provisions that I use in my other special needs trusts.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal style='background:white'><b><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#662F38'>Stephen R. King</span></b><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#212121'> <br><a href="mailto:steve@talislawfirm.com"><span style='color:#212121'>steve@talislawfirm.com</span></a> </span><span style='font-size:10.5pt;font-family:"Arial",sans-serif;color:black'><o:p></o:p></span></p><p class=MsoNormal style='mso-line-height-alt:7.5pt;background:white'><span style='font-size:10.5pt;font-family:"Arial",sans-serif;color:black'><o:p> </o:p></span></p><p class=MsoNormal style='background:white'><b><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#662F38'>Talis Law PLLC</span></b><span style='font-size:9.0pt;font-family:"Georgia",serif;color:black'> <br></span><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#212121'>915 118 Avenue SE, Suite 360</span><span style='font-size:9.0pt;font-family:"Georgia",serif;color:black'> <br></span><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#212121'>Bellevue, WA 98005</span><span style='font-size:9.0pt;font-family:"Georgia",serif;color:black'> <o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#212121'>Phone: (425) 943-9968<o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:9.0pt;font-family:"Georgia",serif;color:black'>Fax: (425) 777-2097<br></span><span style='font-size:9.0pt;font-family:"Georgia",serif;color:#212121'><a href="http://talislawfirm.com/"><span style='color:#212121'>talislawfirm.com</span></a></span><span style='font-size:10.5pt;font-family:"Arial",sans-serif;color:black'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><a href="https://htmlsig.com/t/000001DJJQWC"><span style='font-size:1.0pt;font-family:"Georgia",serif;color:#24A939;text-decoration:none'><img border=0 width=26 height=26 style='width:.2708in;height:.2708in' id="_x0037_D69C01A-8F2E-4DF3-9597-4A2C53DE0553" src="cid:image005.png@01D71F05.C7085AB0" alt=Facebook></span></a><span style='font-size:1.0pt;font-family:"Georgia",serif;color:black;background:white'> </span><span style='font-size:1.0pt;font-family:"Georgia",serif'><img border=0 width=1 height=1 style='width:.0104in;height:.0104in' id="_x0032_D646525-D00B-4AC7-A1B2-7F6C7489D27C" src="cid:image006.gif@01D71F05.C7085AB0"></span><span style='font-size:1.0pt;font-family:"Georgia",serif'> </span><a href="https://htmlsig.com/t/000001DJK8H3"><span style='font-size:1.0pt;font-family:"Georgia",serif;color:#24A939;text-decoration:none'><img border=0 width=26 height=26 style='width:.2708in;height:.2708in' id=B079BF06-76FB-4853-A68B-DAEC39A79AF3 src="cid:image007.png@01D71F05.C7085AB0" alt=LinkedIn></span></a><span style='font-size:1.0pt;font-family:"Georgia",serif;color:black;background:white'> </span><span style='font-size:1.0pt;font-family:"Georgia",serif'><img border=0 width=1 height=1 style='width:.0104in;height:.0104in' id="_x0030_6E94ED2-D631-463C-863E-A2183461E345" src="cid:image006.gif@01D71F05.C7085AB0"></span><span style='font-size:1.0pt;font-family:"Georgia",serif'> </span><a href="https://htmlsig.com/t/000001DS1V0N"><span style='font-size:1.0pt;font-family:"Georgia",serif;color:#24A939;text-decoration:none'><img border=0 width=26 height=26 style='width:.2708in;height:.2708in' id="_x0033_B0EB9AD-3652-4601-8430-D8E44329AA49" src="cid:image008.png@01D71F05.C7085AB0" alt=Maps></span></a><span style='font-size:1.0pt;font-family:"Georgia",serif;color:black;background:white'> </span><span style='font-size:1.0pt;font-family:"Georgia",serif'><img border=0 width=1 height=1 style='width:.0104in;height:.0104in' id=BD0F8716-6A23-4317-BF90-11256C62F7C3 src="cid:image006.gif@01D71F05.C7085AB0"></span><span style='font-size:1.0pt;font-family:"Georgia",serif'><o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b><a href="mailto:sdonahue@sdonahuelaw.com">sdonahue@sdonahuelaw.com</a><br><b>Sent:</b> Monday, March 22, 2021 9:33 AM<br><b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Special Needs Trust as Testamentary Trust in a Will<o:p></o:p></p></div></div><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></div></body></html>