A concerned mother is seeking advice on selecting an executor for her will to ensure her psychologically disabled son continues to receive his disability pay without exceeding asset limits. With most potential executors being her age or older, she is considering a younger friend but is facing hesitation. Attorney Lindsey Weidenbach suggests considering making someone a trustee of the trust with limited duties, which may ease her friend’s concerns. It’s important for the mother to communicate clearly with her friend about her son’s needs and the responsibilities involved. Additionally, reaching out to organizations like the Academy of Special Needs Planners for guidance may be beneficial. Planning for the future is a loving and important task, and seeking professional advice can help navigate the complexities of estate planning in this situation. For more advice, readers can contact R. Eric Thomas via email or subscribe to his newsletter for weekly updates.
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Interview with Eric: Caring for my adult son with disabilities for life
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