THAT IS MY VALUEI'm not looking for a charity case.

Julia, your solution is the best I heard - I had to do similar with my parents house and I did have a charity take some of it - but, my my, charities are very fussy these days!

If you wish to operate as a charity then compassion is appropriate otherwise but on your business pants and get rid of them.

I am not in the business to be a charity.

The agent isn't your employee and isn't a charity.

I may be seen as particularly unsympathetic here, but I did want to point out that you are not his family or his psychiatrist or doctor or responsible for his welfare, but you are actually responsible for your own family's well-being, especially as it sounds like you live next door and this is likely an important investment for you, not a charity.  

Once RMDs kick in, there is something called the Qualified Charitable Distribution where taxpayers can direct up to 100k of their RMD to a charity and it won't be included in the taxpayer's income.

I'm not running a charity.

I couldn't make it to that one due to a charity benefit I had to attend.

You are running a business and not a charity.