Addiction
Explore how addiction affects estate planning, from protecting assets to choosing trustees who can act during incapacity. Learn your options.
What happens to my estate plan if a beneficiary struggles with addiction?
A revocable living trust can include provisions that control how and when a beneficiary with addiction issues receives their inheritance — for example, distributing funds in installments or tying distributions to specific conditions like completing a treatment program. Without these protections, a lump-sum inheritance could be received all at once with no safeguards in place. A trustee you name would be responsible for managing and distributing assets according to whatever terms you set in the trust document. This approach keeps decision-making within your family rather than leaving it to a court.
