Beneficiaries With Special Needs
Consider A Protective Trust In Your Will For Your Beneficiaries
Ensuring beneficiaries with special needs are adequately protected can be challenging. It’s often not ideal to assign full responsibility for a testamentary trust directly to these beneficiaries.
Are severely disabled, Have disabilities affecting their ability to manage their affairs (e.g., autism, Asperger’s), Struggle with addictions (e.g., gambling, drugs), Are otherwise considered ‘vulnerable’. A Protective Trust can provide the necessary safeguards and support for these beneficiaries.
Probate and Estate Administration
In New South Wales, "estate administration" refers to the legal process of managing a deceased person's estate, guided by the Probate and Administration Act 1898 and common law.
Family Provisions Claims
In New South Wales, a Family Provision Application allows individuals who believe they have been unfairly provided for under a Will, or who were left out entirely, to seek a fair share of the deceased's estate.
Defending an Estate
Defending a will in the event that a family provision claim is made can be complicated and stressful without appropriate expert legal advice.
Contesting or Challenging a Will
If you've been excluded from a Will or received an unfair share of the estate, you may have grounds to contest or challenge it.
Beneficiaries with Special Needs
Ensuring beneficiaries with special needs are adequately protected can be challenging.
Talk To Us Today
Our team is prepared to assist you today.
Call on 1300 344 960 for a complimentary 30-minute consultation for new clients.
Talk To Us Today
Our team is prepared to assist you today.
Call on 1300 344 960 for a complimentary 30-minute consultation for new clients.