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Reply to "Special Needs Trust out of money?"
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[quote=Anonymous]400,000 is not a lot long term, especially if there are medical issues too. Were there medical issues. Why were there things like "birthday gifts to family." Nobody should want or expect a gift from someone living on a special needs trust. A card should have been more than enough for him to show love to family or just kind words in person. Cable TV? I would have spent some of the money to get him off cigarettes. You are only allowed to pay yourself so much to be a trustee. that is not unethical. It is not a job most people would want to do for free even for a loved one. He does need to provide accounting, but I would not be hostile. Assume the best until you have other evidence. Find out the accounting and make sure he did not overpay himself. You don't want to turn this into punishing the uncle for taking a job he probably didn't want and paying himself a legal and ethi9cal fee. One of my siblings I am not close to was setting a trust for her child who does not have special needs. I was not willing to to be a trustee. She had all these stipulations for a job I don't want and have no time for. I actually have a child with SN, a job and a spouse with heath issues and a teen who doesn't have special needs, but wares me down. No thanks.[/quote]
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