[WSBARP] d4a trust advice / direction?

[Jeanne Dawes]

You may be better off opening a WA ABLE Account.  Here are eligibility requirements.

https://www.washingtonstateable.com/eligibility


Jeanne

Jeanne J. Dawes
Attorney at Law
Gore & Grewe, P.S.
103 E. Indiana Avenue, Suite A
Spokane, WA 99207-2317
Voice:  509-326-7500
Fax:      509-326-7503
jjdawes at goregrewe.com<mailto:jjdawes at goregrewe.com>

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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Gerald Sprute
Sent: Tuesday, September 26, 2023 11:34 AM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] d4a trust advice / direction?

Esteemed colleagues,

I have a pro-bono client receiving a settlement of just under $5,000.  Meets the requirements for a d4a trust - disabled since she was 20, now 62 years old, currently receiving Medicaid benefits.  While I've done a fair amount of special needs trust planning, I've never drafted a (d)(4)(a) trust.  Is there anyone with some experience that can give me a little advice / direction?  I'd pass this along to someone who's done this work before but not sure if anyone would take on a pro-bono matter like this!

Law Office of Gerald A. Sprute
P.O. Box 1657
Duvall, WA 98019
Tel: (425) 892-4079
Fax: (425) 844-9151
www.sprutelaw.com <http://www.sprutelaw.com>







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