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<p class="MsoNormal">Hello all, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am a probate GAL for a person who is under 65, experiencing long-term homelessness, and has documented long term mental health challenges likely exacerbated by homelessness. Unfortunately, I cannot count on this person being able or
willing to help me. It has taken months just to get an in person meeting coordinated.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This person will inherit about $80-85k from a parent’s estate.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This person reports receipt of some combination of SSI and SSA. It is direct deposited to a bank account. Without more information I cannot determine whether the benefits are needs-based but since it is SSI in part I suspect that it is.
The person has no paperwork except some medical bills which indicate that Medicare is the insurer. I suspect a SNT is necessary, in an abundance of caution.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Some 10+ years ago the person applied for, but apparently never completed the process or was not eligible for, DD services. I have confirmed with DD that the person is not receiving services. I suspect the person is not able or willing
to follow through with a new application for services.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The last option I want to deploy is a limited conservatorship as (1) I anticipate difficulty in finding a nominee (family does not wish to be involved), (2) a conservatorship does not address a potential loss of benefits from receipt of
the inheritance, and (3) I do not want this small inheritance to be eaten up by fees and admin expenses.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">A court-monitored SNT still has issues (1) and especially (3).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The pooled trusts that I am aware of are limited to DD recipients. Proof of eligibility within the past two years is required.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Is there a pooled trust option for non-DD beneficiaries who need protection of a trust, specifically a SNT, for a small inheritance.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Does anyone have any other solutions they have used successfully?<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#365F91">Peter D. Haroldson</span></b><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">Torres & Haroldson, PLLC
<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">PO BOX 530<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">Maple Valley, WA 98038<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Email: </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121"><a href="mailto:peter@torresharoldson.com"><span style="color:blue">peter@torresharoldson.com</span></a></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Facebook: </span><span style="color:#212121"><a href="https://fb.me/torresharoldson" target="_blank"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue">fb.me/torresharoldson</span></a></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Phone: 425.458.3170</span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="color:#2F5496"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><b><i><span style="color:#2F5496">Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">NOTICE:</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
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If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.</span><span style="font-size:6.0pt;color:black"><o:p></o:p></span></p>
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</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or
written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.</span><span style="font-size:6.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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