On September 19, 2025, the Lenawee County Probate & Juvenile Court convened to discuss the second accounting of a supplemental needs trust, revealing significant financial updates and legal considerations. The meeting highlighted the trust's growth, legal fees, and the management of a Michigan ABLE (MiABLE) account, which is designed to support individuals with disabilities.
The court reviewed an accounting report indicating that the trust had increased in value by over $20,000, despite some expenses and contributions to the MiABLE account. This account is specifically for individuals who became disabled before the age of 26, allowing for funds to be used for qualified disability expenses. The attorney representing the trust confirmed that contributions of $12,000 were made during the accounting period, which were below the annual contribution limits.
Legal fees were also a focal point of the discussion. The attorney detailed previous fees totaling approximately $7,000, which had already been approved by the court. Additionally, the attorney requested approval for further fees amounting to $1,293 for work completed after the last court order and an anticipated $1,338.40 for future expenses related to the ongoing management of the trust.
The court expressed caution regarding the approval of these additional fees, noting the need for further review and confirmation from the guardian ad litem. The judge indicated that the request would be taken under advisement, emphasizing the importance of ensuring that all expenses are justified and properly documented.
This meeting underscores the court's ongoing efforts to manage trusts effectively while balancing the needs of beneficiaries with the necessity of legal oversight. The discussions reflect a commitment to transparency and accountability in the handling of trust funds, particularly those designated for individuals with disabilities. The court will communicate its decision following a review of the submitted documentation, ensuring that all parties involved are kept informed of the outcomes.