Eugene, OR asked in Estate Planning and Real Estate Law for Oregon

Q: Can a house be held in a Supplemental Needs Trust? I though that a house is not defined as a supplemental need.

2 Lawyer Answers
Nina Whitehurst
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Answered
  • Estate Planning Lawyer
  • Crossville, TN
  • Licensed in Oregon

A: Yes a house can be held in a supplemental needs trust but you should discuss all of your options with an experienced special needs attorney. That might not always be the best idea.

Joanne Reisman and Theressa Hollis agree with this answer

1 user found this answer helpful

Joanne Reisman
Joanne Reisman
Answered
  • Estate Planning Lawyer
  • Portland, OR
  • Licensed in Oregon

A: This is a pretty complicated situation that needs to be discussed with an Elder Law Attorney. Here is one article that points out some of the issues: https://www.specialneedsalliance.org/the-voice/buying-a-house-for-a-special-needs-beneficiary-proceed-with-care-2/

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