Many years ago when I was still active my folks set up their wills that my
share would go into a trust not tobe given to me until I reached age 65. If
I didn't make it to that age, it was to go to my children, divided equally
among them.
Now I have been sober for many years. After my father passed in 2000 my
mom sat my sister and I down, told us how she was going to divide the
estate. 1/2 to my sister and I, ie we each got 1/4 and the other half to be
divided equally among the 8 grandchildren, with certain 'age' payout dates
for them, ie 25, 30, 35, etc
She asked me if I wanted mine in a lump sum and I said no. I said,
knowing how serious my health was becoming, I would rather monthly pay-
ments in the middle of the month to enhance my Social Security at the
beginning of the month. My sis is 11 years younger than me and she
agreed to be the Executor of the Estate. It is working out great as far
as I am concerned. That trust payment every month, and my SS allow
me to live comfortably and by the time the trust runs dry I will just do
a reverse mortgage on my house, which is paid for.
I do believe that some type of restriction on your part is more than fair
and I do not believe it is enabling from the grave.
And please remember that as long as you are alive, should your AS find
and maintain recovery, you can change the instructions in the trust. And
once you set up the instructions in the trust, the Executor MUST follow it
to the letter, as there are yearly reports to the probate court in most
states and in some it is biannually.
J M H O
Love and hugs,