Wills & Trusts - Planning for the Future with Renaissance Legal

What is the event?

Having an up to date Will in place goes some way in providing for your disabled child, however, in some cases 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 risk of financial abuse & are likely to impact their entitlement to means tested benefits and social support.

You may also ask a sibling or close family member to ‘look after’ an inheritance on their behalf, but this also carries significant risk if that person is later faced with divorce or bankruptcy.

🌟 Phillip Warford of Renaissance Legal will talk about the options available to protect a disabled person using specialist Wills and Trusts. He will explain how to safeguard means tested benefits & how to provide financial security for your disabled loved one, & the rest of your family. Philip will also talk through the different Trust options available, the importance of a Letter of Wishes & choosing the right Trustees. Areas covered include:

🌟 Why it is important to make a Will · How you can protect a disabled person using Wills and Trusts · The choice of Executors and Trustees · The use of 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

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When is the event?