Q: Can I, as executor of a will, withhold funds from a financially irresponsible beneficiary with a mental disability?
The beneficiary has been bilked by online scammers more than once for upwards of $30,000.
A: No. However, if the person is willing to cooperate, they can put the money in a trust that is scammer proof. If they are not cooperative, they are an adult, and you cannot control them over the wishes of the decedent.
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