Plan Ahead: Wills & Trusts Webinar

Thursday 8 October @ 10.00am

On Thursday 8 October, Stuart Price is delivering a Planning for the Future webinar to parents and carers via Zoom. Stuart will talk about the options available to protect a disabled or vulnerable person using specialist Wills and Trusts. He will explain how you can safeguard means-tested benefits and how you can provide financial security for them, as well as the rest of the family.

Having an up to date Will in place goes some way to provide for your disabled loved one, however it has the potential to create further problems. If you or a family member are considering leaving money directly to a disabled person, you can put them at considerable risk of financial abuse, the money may be difficult for them to manage and you are likely to impact their entitlement to means tested benefits and social support.

Join us for this free 1 hour presentation to find out more about the key aspects of planning for the future with Wills and Trusts. There will be a live Q&A at the end of the presentation.

Stuart will explain:

Why it is important to make a Will

• How you can protect a disabled or vulnerable person using Wills and Trusts

• The choice of Executors, Trustees and Guardians

• The importance of a Letters of Wishes

• Making Gifts in a Will

Why use a Trust

• When should you set up a Trust

• How to protect means tested benefits

Your Trust Options

• Discretionary Trusts

• Disabled Person’s Trust

If you have a question regarding the presentation, please contact Faye Tucker on 01273 610611.

By registering, you are agreeing to opt in to receive relevant resources from Renaissance Legal. This includes a follow up email with a copy of the slides and an information sheet on Trusts for Disabled and Vulnerable People. You can unsubscribe at any time. Your details will not be shared with any other party.