If you are co-trustees on a special needs trust and you refuse to approve unreasonable guardian fees can you be removed.
Asked in Richland, WA - over 2 years
I am one of the co-trustees on my disabled daughters special needs trust we recieved a RCW 11.96A Petition for Fee and Cost Approval; For Payment Petition To Require Trustees to Account, and In The Alternative for Removal and Substitution if we don't agree and sign to the guardian fee of an unreasonable amount of $100 an hour which will feel is to much. We feel $25 to $40 is reasonable to get paid just to sit with the ward at the Dr. Office. This is a small special needs trust. Can this happen if we don't sign? Can the guardian get paid double by the State and from the trust fund.
Attorney Answers (1)
Walla Walla Appeals Lawyer
Licensed in WA
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It would help to know more about your specific situation, but as a trustee, you are not obligated to sign anything agreeing that fees are reasonable if you do not believe they are. Your fiduciary obligation is to protect the resources of the trust so they can be used for the ward's benefit. How did your daughter wind up with a non-family guardian anyway? Under what circumstances was the guardian located, and what (if any) discussion was had concerning compensation? How involved was the Court? Your situation smells fishy to me.
Guardians and guardians ad litem are entitled to charge a reasonable fee for their services, but the reasonableness of their fees are subject to review and approval by the Court. If you oppose the fees, you should file a response explaining why you do not think they are reasonable.
As for the petition to require an accounting or removal, you may be required to provide information about the funds held in trust and how they have been spent. However, it may depend on the specific terms of the trust instrument and the context of this dispute.
Realizing that the trust is small and runs the risk of being depleted, I strongly encourage you to contact an attorney in this situation. Guardianships can be complex, administering a special needs trust can be difficult, and I sincerely believe that you would benefit from a lengthy consultation with somebody knowledgeable in these areas. In addition, without legal assistance, you may find it difficult to oppose this guardian's request. Please consider it, and understand that time is of the essence.
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