STARR Foster
Junior Member
What is the name of your state (only U.S. law)? Maine
I have a dilemma.
My daughter, Deb and I are trustees for a SNT for the daughter of the deceased who was my cousin.
For one thing, Patricia, the beneficiary, has expressed her desire to have Deb go to get her, about 175 miles round trip, to bring her to my home for a two-week visit (she calls it her vacation!) and take her shopping and sight-seeing etc. At this point I have told her we would try to do it. Deb will use my vehicle to do the driving and will need to be paid for her time to and fro and in between. Deb and I both are on limited budgets so payment is important. I understand that it is okay for the Trust to pay for vacationing for Pat, including lodging and food under the vacation rules. I would like to be sure Pat has a great time and that we do nothing to jeopardize anything. Also Pat has expressed desire to go on a cruise and have a companion to go with her. Could Deb be that companion? Pat has expressed several times her desire to have Deb spend time with her. It makes me somewhat uncomfortable but I don't want to hurt her feelings. She has made improvements in her ways in the last year or so according to her care giver teams. I hope it continues.
I guess it all boils down to needing to know that it is okay to be paid as Trustee as well as **************.... ( I don't know what to call it...) maybe care-giver, instead of companion or what.
We have not been close to Pat over the years. She is 59 . however since her mother's death she has depended very much on us and her care-givers tell us she has improved in many ways and it is mostly due to our attention to her.
Should either my daugher or I get out of being Trustee? Can we be reimbursed for vacation expenses. Can my daughter serve as companion when wanted by Pat? I want to continue helping Pat but we do need financial payment for some of the extra actions needed. We do not want to upset the applecart with the special needs and we do understand what is required to keep it working except for this one dilemma. Please help.
I have a dilemma.
My daughter, Deb and I are trustees for a SNT for the daughter of the deceased who was my cousin.
For one thing, Patricia, the beneficiary, has expressed her desire to have Deb go to get her, about 175 miles round trip, to bring her to my home for a two-week visit (she calls it her vacation!) and take her shopping and sight-seeing etc. At this point I have told her we would try to do it. Deb will use my vehicle to do the driving and will need to be paid for her time to and fro and in between. Deb and I both are on limited budgets so payment is important. I understand that it is okay for the Trust to pay for vacationing for Pat, including lodging and food under the vacation rules. I would like to be sure Pat has a great time and that we do nothing to jeopardize anything. Also Pat has expressed desire to go on a cruise and have a companion to go with her. Could Deb be that companion? Pat has expressed several times her desire to have Deb spend time with her. It makes me somewhat uncomfortable but I don't want to hurt her feelings. She has made improvements in her ways in the last year or so according to her care giver teams. I hope it continues.
I guess it all boils down to needing to know that it is okay to be paid as Trustee as well as **************.... ( I don't know what to call it...) maybe care-giver, instead of companion or what.
We have not been close to Pat over the years. She is 59 . however since her mother's death she has depended very much on us and her care-givers tell us she has improved in many ways and it is mostly due to our attention to her.
Should either my daugher or I get out of being Trustee? Can we be reimbursed for vacation expenses. Can my daughter serve as companion when wanted by Pat? I want to continue helping Pat but we do need financial payment for some of the extra actions needed. We do not want to upset the applecart with the special needs and we do understand what is required to keep it working except for this one dilemma. Please help.