Oct 10, 2026 · 7 min
Verify the trust before planning college
My Son Has A Trust And We Know Nothing About It
An undisclosed trust may shape the family’s education plans, but its unknown value and rules make it unsafe to treat as available money.
- 1Parents need the trust’s value, terms, trustee, and distribution rules before making education plans.
- 2The family should gather reliable information before telling their son what funds may be available.
- 3Trade school, entrepreneurship, and no college require plans that do not depend on unverified trust money.
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George Kamel and Jade explain why the parents must verify the trust’s value, terms, trustee, and distribution rules before relying on it.
The brief
A grandfather established a trust for the son’s college education, but the parents do not know its value, terms, trustee, or distribution rules.
George Kamel and Jade advise the parents to gather reliable information before making promises or telling their son what money may be available.
The family has not saved independently, raising the stakes of relying on funds that remain unverified and potentially restricted.
The hosts widen the plan beyond college, asking what happens if the son chooses trade school, entrepreneurship, or no college.
The episode’s central lesson is practical: financial transparency must come before education decisions built around inherited money.