Episode

What You Can and Can’t Do with the Trust You Inherited

Podcast
The Death Readiness Podcast: Not your dad’s estate planning podcast
Published
Mar 31, 2026
Duration seconds
923
Processing state
not_requested
Canonical source
https://the-death-readiness-podcast-3d003d68.simplecast.com/episodes/what-you-can-and-cant-do-with-the-trust-you-inherited-49KeJC7p
Audio
https://cdn.simplecast.com/media/audio/transcoded/78175b93-f951-4b3f-afe8-fccb493fbe8a/0e27cd12-662f-4532-9a6f-710f915eb156/episodes/audio/group/665c7f4b-1951-4726-a040-fb1546d2cb45/group-item/68a3936a-a711-4f12-9826-a5259d076b0a/128_default_tc.mp3?aid=rss_feed&feed=9aWoHapT
JSON
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Markdown
/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546/what-you-can-and-can-t-do-with-the-trust-you-inherited.md

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Summary

Can you stop your child from inheriting money, even if the trust says they should? In this estate planning episode, we walk through a real-life scenario where a mother is trying to protect her son from receiving a large inheritance at the wrong time. Along the way, we break down how estate planning tools like trusts actually work in real life, what trustees can and can’t do, and why you can’t simply “use up” a trust to avoid passing money on. We also introduce a powerful (and often overlooked) tool, a power of appointment, that might allow you to adjust what happens next, even when a trust is irrevocable. Because sometimes the plan is set… but not completely locked.