<div dir="ltr"><font size="4">Yes. That will work. </font><div><font size="4"><br></font></div><div><font size="4">Jim Doran</font></div><div><font size="4"><br clear="all"></font><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div>James R. Doran<br></div>Attorney at Law<br></div>100 E. Pine Street - Suite 205<br></div>Bellingham, WA 98225<br>(360)393-9506<br></div><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br></div><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Mar 22, 2021 at 9:35 AM <<a href="mailto:sdonahue@sdonahuelaw.com">sdonahue@sdonahuelaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div lang="EN-US" style="overflow-wrap: break-word;"><div class="gmail-m_-2879997954389025466WordSection1"><p class="MsoNormal">Hello List Mates,<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></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.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></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?<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Any thoughts or suggestions would be very welcomed.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Thank you,<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Susan<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><b>Susan Donahue<u></u><u></u></b></p><p class="MsoNormal">Law Office of Susan Donahue<u></u><u></u></p><p class="MsoNormal">125 West 2<sup>nd</sup> Avenue, Suite “B”<u></u><u></u></p><p class="MsoNormal">P.O. Box 81<u></u><u></u></p><p class="MsoNormal">Twisp, WA 98856<u></u><u></u></p><p class="MsoNormal">(509) 996-5944 (phone)<u></u><u></u></p><p class="MsoNormal">(509) 362-9692 (fax)<u></u><u></u></p><p class="MsoNormal"><a href="mailto:sdonahue@sdonahuelaw.com" target="_blank">sdonahue@sdonahuelaw.com</a><u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p></div></div>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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