Planned Giving: Too Much Information?

She would like to leave half of her estate in a charitable remainder annuity trust that will provide her sister with a fixed income for life, with the remainder going to the charity at her death. So far, so good.

Next, the donor shares that her brother has had a history of drug and alcohol abuse dating to the 1960s. Her mother left her brother’s inheritance to her and asked her to “take care of him.” What she would like to do is create a trust under which the nonprofit organization as trustee would provide for her brother as his needs require, but never give him access to the corpus.