Monday, April 28, 2014
Special Needs Trusts
The advantage of this trust is that it is a receptacle for gifts and bequests from others to supplement the needs of the disabled adult child. It can increase the choices available to the adult child so that the comfort and personal dignity of the adult child are enhanced by trust distributions. The distributions can not be made for support such as board and room or medical treatment. However, the following list illustrates some of the nonsupport items that may be paid for from the trust:
2. TV expenses including telephone, computer and or cable equipment.
3. Cost of outings, and entertainment
4. Over the counter medications
5. Personal care products
7. Furniture and household items
8. Tuition for classes
9. Pet care and vet bill
10. Purchase of exempt assets
11. Medical care for which there are not public funds available
12. Private case management
13. The independent trustee can use trust funds to be an advocate for the disabled person and funds can be used for guardianship and conservatorship proceedings.
This list is to illustrate what can be done but does not limit the things that can be done to help the disabled adult child.
This summary is a general statement of the law and each client needs to go over their individual situation with a competent attorney experienced in this area of the law.
James A. Wickre, Attorney, 816 West 8th Medford, Oregon. Telephone: 541 772-3371