<div dir="ltr"><div><div>Well, in an irrevocable special needs trust the beneficiaries do receive benefits, as allowed in the Trust, but this is at the discretion of the Trustee and cannot be demanded by the beneficiary. That is what protects the corpus.<br><br></div>The ultimate beneficiaries, once the Trustors die, will be one or more of the surviving children.<br><br></div>I thought that as long as the beneficiaries cannot demand and get the assets, the assets are protected from the Medicaid spend-down provisions. No????<br></div><div class="gmail_extra"><br clear="all"><div><div class="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 class="gmail_quote">On Tue, Mar 8, 2016 at 8:54 AM, Ronald St. Hilaire <span dir="ltr"><<a href="mailto:rfs@licbs.com" target="_blank">rfs@licbs.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060">If the clients (man and wife in your scenario) will be beneficiaries of the trust, then it is an available resource for Medicaid spend down purposes. See WAC
182-516-0100.<u></u><u></u></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#000066">Ronald F. St. Hilaire</span></i></b><b><span style="font-family:"Cambria","serif";color:#000066"> ·
</span></b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">Attorney at Law<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">Liebler, Connor, Berry & St. Hilaire<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">1141 N. Edison, Suite C · Kennewick, WA 99336<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066"><a href="tel:%28509%29%20735-3581" value="+15097353581" target="_blank">(509) 735-3581</a> office · <a href="tel:%28509%29%20735-3585" value="+15097353585" target="_blank">(509) 735-3585</a> fax<u></u><u></u></span></p>
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· </span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060"><a href="http://www.bentonfranklinlaw.com" target="_blank"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">www.bentonfranklinlaw.com</span></a></span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jim Doran<br>
<b>Sent:</b> Tuesday, March 08, 2016 7:25 AM<br>
<b>To:</b> WSBA Real Property Listserv<br>
<b>Subject:</b> [WSBARP] Special Needs Trusts<u></u><u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Hello Trust Attorneys:<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">I have done many Special Needs Trusts for clients with "special needs", usually diabilities of some sort. the purpose of the Trust is to give some assistance to the beneficiary but to not violate or avoid any
of their public assistance benefits. That's pretty simple.<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Now I have a client, man and wife, asking me to do a similar Trust to protect their assets from the medicaid spend-down provisions. I have thought about it for a while and can't see why the same basic format
wouldn't work for that purpose. <u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Of course the hard part if for them to actually "irrevocably" transfer the assets into the Trust and to "trust" the Trustee.
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<p class="MsoNormal" style="margin-bottom:12.0pt">It would seem to me that the Trustee would have discretion to spend Trust assets/money for the benefit of the beneficiaries without much restriction until one of them is receiving medical treatment or other
care that could be paid by Medicaid. The Trustee would have to be careful not to have assets in the hands of the clients that are valued at more than the Medicaid allowance.<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">It would also seem that the Trustee would not be an institutional trustee but rather someone close to the clients whom they trust. Same with Successor Trustee.<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">AmI on the right tract here?<u></u><u></u></p>
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<p class="MsoNormal">Thank you.<u></u><u></u></p>
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<p class="MsoNormal">James R. Doran<u></u><u></u></p>
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<p class="MsoNormal">Attorney at Law<u></u><u></u></p>
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<p class="MsoNormal">100 E. Pine Street - Suite 205<u></u><u></u></p>
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<p class="MsoNormal">Bellingham, WA 98225<br>
<a href="tel:%28360%29393-9506" value="+13603939506" target="_blank">(360)393-9506</a><u></u><u></u></p>
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<p class="MsoNormal"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><u></u><u></u></p>
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<p class="MsoNormal"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><u></u><u></u></p>
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