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RLT and Spousal Supplemental Needs Planning Spousal SNT Trigger Provisions

Revocable Living Trust and Spousal Supplemental Needs Planning Spousal SNT Trigger Provisions

For this discussion, we are not concerned with the proper creation of the spousal Supplemental Needs Trust itself. We are only questioning whether the grantor’s RLT assets can be diverted into the spousal SNT. Further, we are not questioning whether the assets should be diverted through the decedent’s estate or to the trustee of the estate under the Will to distribute according to the terms of the Will.

With that said, state statutes might limit whether the RLT assets can be diverted to…

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