Selecting the Right Trustee and Protector for a Substance Abuse Trust

You've done all you could to draw up the perfect trust to protect your child and help them on the path to recovery. Now you need the right person (or team) to help make it happen.

Editor’s note: This is the final part of a three-part series on trusts for people with substance use disorders. Click here for part one and here for part two.

No matter how clearly a substance abuse trust may express a parent’s directions, ultimately, the success of the trust will come down to the actions and decisions made by the trustee over the course of the trust. So, in addition to settling on the language to be included in the trust document, the parents, as settlors, should be equally focused on selecting the trustees who will best carry out their intentions.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Martin J. Hagan, J.D.
Partner, Private Clients Group, Meyer, Unkovic and Scott

Martin J. Hagan, a partner at Meyer, Unkovic & Scott, has been serving clients in the areas of estate planning and administration, estate and gift taxation, special needs trusts, elder law, and estate and trust litigation for over 35 years. Hagan earned his Bachelor of Arts and Juris Doctor from the University of Notre Dame.