[WSBARP] Trust for AIP as substitute for conservatorship

[Kristen Anderson]

I have a client whose sister was his conservator, and the conservatorship letters expired some time ago. He filed a complaint against her and his daughter who was his guardian, but fast forward (or not) to the present, and he and sister are working well together. They have agreed, with the CV's blessing to set up a trust as a less restrictive alternative to conservatorship. She will be the trustee. He receives a decent disability income and pension, but in the past has been taken advantage of by online scammers, so the goal is to prevent him from having unfettered access to his money.

I have created trusts before, but they are generally revocable living trusts for married couples. I should think this one would need to be irrevocable and should give sister authority to handle/manage client's finances and in general to disburse amounts she deems appropriate for his support, health, and welfare, including a generous allowance for him to do whatever he wants, even if it means him giving some to less honest folks. (That was suggested by the CV to give client some sense of autonomy regarding his finances.)

Does anyone have any trust forms I can use to create this trust for client? Any suggestions?

Thank you for any help you can give me!

Kristen Anderson

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