Beneficiaries have different personal strengths and weaknesses and no beneficiaries have identical needs. Some may always require support to live their best lives. Originally trained in clinical psychology, I can assist with decisions regarding beneficiaries who experience emotional, psychological, or substance abuse issues.

Specifically, I help explore:

• Questions of whether a beneficiary will be able to productively manage an inheritance

• The choice of trustee

• Evaluation of the appropriateness of current treatment or planning for the future

• Estate planning strategies that may cause an inheritance to worsen a pre-existing condition.