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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">So, at the risk of stepping over a line I don’t practice in, but intuitively my thought is that just because grandparent segregated the money should not mean it should have
to be released at age. I view the payments to the guardian for the benefit of the child – somehow the child was fed, housed, transported and clothed so really some (all?) is really the grandparents I would suggest and she is free to make a gift of such money
into trust to keep it more protected.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Now if the money is excess funds and the child’s social security was used for the items mentioned above, I’d reconsider.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I have zero legal authority but it just seems to me that there is some room for planning. Even if it is setting up a Custodial Account until age 25 as allowed in WA.<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold";mso-ligatures:none">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold";mso-ligatures:none"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Diane J. Kiepe<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Douglas Eden<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">717 W. Sprague Ave.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Shannon Jones<br>
<b>Sent:</b> Monday, March 13, 2023 1:58 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] social security question<o:p></o:p></span></p>
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<p class="MsoNormal">Listmates, Have a retired client who adopted a grandchild. Client is retired on social security, so social security sends separate check for adopted dependent. Client has kept the grandchild’s SS money separate and would like to put in
trust for college, to buy a house, etc. Grandchild is nearing 18 years of age. Is client permitted to put SS money in trust with conditions for distribution that extend beyond age 18? Or is this the child’s money, period, on attaining age 18. Input appreciated
- Shannon<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:13.0pt;font-family:"Times New Roman",serif;color:#323E4F;mso-ligatures:none">Shannon R. Jones | Attorney
</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#323E4F;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#323E4F;mso-ligatures:none">Campbell Barnett PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;mso-ligatures:none">Direct: 253.848.3515<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;mso-ligatures:none">Office: 253.848.3513| Fax: 253.845.4941</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;mso-ligatures:none">317 South Meridian</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;mso-ligatures:none">Puyallup, WA 98371</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><a href="mailto:shannonj@campbellbarnettlaw.com"><span style="font-size:10.0pt;color:#2F5496">shannonj@campbellbarnettlaw.com</span></a></span><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#4472C4;mso-ligatures:none"><a href="https://campbellbarnettlaw.com/"><span style="color:#4472C4">campbellbarnettlaw.com</span></a></span></u><span style="font-size:12.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:black;mso-ligatures:none">This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s).
If this matter is transmitted to you in error, please delete and notify the sender immediately.</span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
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