Will Writing for Beneficiaries with Disabilities - A Guide to the Options Available for Families
Advising families who have children (or other family members) with disabilities can be complex and challenging - the need to navigate wishes and feelings against the need to maintain a package of state support and the recognition of the ever-increasing pressure on the availability of benefits and state funding means that effective advice for families is essential.
This new half day course is aimed at professionals experienced in drafting wills who want to gain a greater understanding of the issues and complexities facing such families as to how best to provide for their loved one. We will explore the issues, options and how you can add value and support families facing these challenges and help them navigate the wide-ranging decisions they face.
What You Will Learn
This course will cover the following:
- Decisions families will need to make when providing instructions
- Issues and challenges facing families in making provision for a loved one with a disability and why professional advice is essential
- Pros and cons of discretionary trusts and s89 compliant trusts as options
- Lifetime and will planning - how
- Drafting tips for wills and letters of wishes
- Resources and other sources of support for clients to get additional support
- Other areas of importance including powers of attorney, deputyship and community care challenges
- Understanding the needs of clients in this position
2:00pm - 5:15pm
Please let us know if you wish to be notified when new dates are added for this programme