Legal Question in Wills and Trusts in Illinois
I need to add a condition to a beneficiary in my will and trust due to a Special Needs Trust for my son's son.What form? Do I modify both trust and will?
2 Answers from Attorneys
That's a difficult question to answer with certainty without knowing more about the specific terms of your Will and Trust. I would suggest having an estate planning attorney review the situation and your Will and Trust (and also possibly beneficiary designations) to determine the best course of action.
You probably only need to amend your Trust, but you may need to change your Will as well. Without looking at your documents, no attorney could properly guide you.
However, this seems like a simple adjustment to your estate plan. Feel free to call me for a free consultation. I'd be happy to lend a hand.