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Providing for Disabled Beneficiaries

Many of our clients have parents, spouses, children, grandchildren or other relatives who suffer from mental or physical disability. These can often be heart rendering situations.

We are experienced in advising clients sensitively and carefully on the best way to provide for disabled beneficiaries, whether by lifetime provision or on deaths.

Lifetime provision may require us to draft suitable trusts, and manage those trusts for the beneficiary.

Provision on death may include a properly drafted will which contains the necessary provisions to ensure that assets are preserved and maintained for the benefit of the disabled beneficiary.

We take into account all the relevant tax considerations, and also the challenges posed by the need to satisfy means-testing benefit requirements.