Ensuring the right care and legal protection for families

With over three decades of experience in Trusts and Estates Law, Attorney Laura Sundberg shares how thoughtful estate planning becomes essential when a beneficiary is living with mental health challenges. In this podcast, she explains the value of working with therapeutic consultants, not as the focus of planning but as a resource trustees may rely on to ensure beneficiaries receive appropriate care.

Laura emphasizes that standard estate planning documents may fall short when addressing ongoing mental health needs. Instead, she advocates for trust provisions that authorize trustees to consult with mental health professionals, grant them discretion in decision-making, and shield them from liability when acting in good faith. These tailored provisions help ensure the trust serves its purpose: supporting the long-term well-being of the beneficiary while giving the trustee clarity and protection.

This podcast highlights the importance of personalized, individualized estate planning in situations involving mental health. Laura’s insights offer a compelling reminder of how legal strategy can be thoughtfully structured to meet both the practical and emotional needs of families. 

Listen to the podcast here:
Finding the right help changes everything with Attorney Laura Sundberg

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