Estate Planning

Customized Estate Planning for You
& Your Loved Ones

Every family’s needs are unique when it comes to estate planning. And at Drug and Alcohol Attorneys, we understand the questions and concerns that arise when passing down your assets to an heir affected by substance abuse and/or mental health issues.

Our estate planning lawyer in Boca Raton has experience working with families impacted by substance abuse and is dedicated to curating a plan around your specific case. We are here to guide you through every step of the process, offer expert advice, and allow you to protect your assets while preparing for your loved one’s future.

What Are the Benefits of Estate Planning?

Protection and peace of mind are only the starting point of benefits that come with a strategic estate plan. Other noteworthy benefits include:

  • Protect wasting of assets by an heir with a substance abuse or mental health illness
  • Simplifying the probate process
  • Protecting assets from creditors including the government

What Are My Estate Planning Options?

When passing along your assets to a family member who may be unfit to manage them, you have legal options that protect both parties, including:

Special Needs Trust: Acting in a will or on its own, a special needs trust prevents an heir with a disability from inheriting assets outright. This protects the assets from mismanagement and can potentially disqualify the heir from receiving financial, governmental benefits.

Discretionary Trust: Money is oftentimes a point of concern for families managing substance abuse. A discretionary trust ensures that an addicted heir does not inherit monies that they will use to purchase drugs or alcohol. Instead, the heir is able to receive money through a reliable, independent trustee. Drug testing is typically a part of this process.

Are You Searching for Reliable Estate Planning in Boca Raton?

Don’t let substance abuse or mental health issues keep you from planning for the future. If you’re looking for trustworthy estate planning lawyers in, look no further than our experienced and dedicated team. For more information on estate planning in Boca Raton, contact us today!

For more information or to schedule a consultation,
call (561) 419-6095 or email info@drugandalcoholattorneys.com