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Infolawyer, Attorney
Category: Estate Law
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Experience:  Licensed attorney helping individuals and businesses.
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Im in the process of establishing a will, primarily so that

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I'm in the process of establishing a will, primarily so that my minor child is protected. I've been unable to get my husband to take similar steps (a multitude of excueses why he's too busy), so I've decided to proceed on my own.

I've got a meeting scheduled with an attorney. However, prior to that meeting I'm trying to think through all potential issues. Keep in mind that our marriage is extremely strained right now.

The vast majority of what will be in my estate will be from retirement savings and life insurance. I have 3 primary concerns:

1) Upon my death, I'm ok with my husband using a portion of my estate to pay down our mortgage and a few other debts. However, I want to ensure that there's a significant amount left for our two-year old-- for his education and for him to become established as an adult.

2) I know that if I just place all of this in a trust with my son as the beneficiary, my husband will slowly squander the money and claim that he's using it to 'support' our child. (I watched him do the same thing with the social security survivor benefits that we paid to him on behalf of his son from a previous marriage when his former wife died-- the majority of it really wasn't used on things that directly benefited him.) How can I ensure that if he's named as the trustee that responsible decisions are made? Alternatively, I could name someone else as the trustee, but that would make it difficult to accomplish item #1. I don't want him to feel like I've placed him on a leash, but I also know his spending habits.

3) I want to ensure that if my husband passes away that none of my estate goes to his son from his previous marriage.

Any thoughts?
Submitted: 1 year ago.
Category: Estate Law
Expert:  Infolawyer replied 1 year ago.
Hello and thank you for the question. I am sorry to read of this dilemma. A trust would be helpful as it could provide for funds for the children and you can select an independent trustee which would ensure funds go to them. This can specify that funds would pass for education, housing, maintenance and in time to them directly as they reach 25 or 30 for example. You may also have funds pass to husband in trust rather than will and in doing so provide that they may not reach his son, and that should he pass that those funds would then go to specified persons. Two trusts then can accomplish this for you. I can suggest a directory for finding local counsel to draft it. Let me know if you want that and if the answer is acceptable.
Customer: replied 1 year ago.
Is it have possible to have two trusts, one that a portion of the estate is placed in for my son's benefit, and one that a portion is placed in for my husband's benefit?
Expert:  Infolawyer replied 1 year ago.
That is what I had in mind and that is what I would suggest, and have an independent third party serve as trustee. Often that is a relative but can also be a bank or a lawyer locally.
Customer: replied 1 year ago.
Ok... Thanks!
Expert:  Infolawyer replied 1 year ago.
Very welcome. Have a nice day. Kindly click on a positive rating for the answer.
Infolawyer, Attorney
Category: Estate Law
Satisfied Customers: 49933
Experience: Licensed attorney helping individuals and businesses.
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