Estate Planning - Protection of Disabled or Vulnerable Beneficiaries

Estate Planning - Protection of Disabled or Vulnerable Beneficiaries

Learn all about Special Disability Trusts, Protective Trusts, entitlements, and the practicalities of trust administration.

By Aitken Partners

Date and time

Tuesday, November 19 · 7:30 - 9am AEDT

Location

Aitken Partners

140 William Street L28 Melbourne, VIC 3000 Australia

About this event

  • Event lasts 1 hour 30 minutes

Understanding estate planning for disabled or vulnerable beneficiaries can be a confusing and complex journey. Join us on Tuesday 19th November where our expert panel will explore key topics, including:


  • Special Disability Trusts:
    Learn about eligibility, requirements, and when they are the right choice for your beneficiaries.
  • Protective Trusts & Entitlements:
    Understand how to set up protective trusts, and navigate Centrelink and NDIS entitlements for vulnerable beneficiaries.
  • VCAT Orders:
    Gain insights into Administration and Guardianship Orders, including their impact on estate planning.
  • Trustee Roles and Responsibilities:
    Hear about the roles of Trustee and Appointor, and how professional trustee services can help manage these responsibilities effectively.
  • Practical Trust Administration:
    Learn how to ensure smooth management of trusts for disabled or vulnerable beneficiaries.


AGENDA - Tuesday 19th of November, 2024

🌅 7.30am - Doors Open, Networking & Light Refreshments

🚀 8.00am - Event & Webinar commence

🔔 9.00am - Event concludes


Register now to secure your spot!


#AitkenPartners #EstatePlanning #SpecialDisabilityTrusts #ProtectiveTrusts #VCAT #TrusteeService #TrustAdministration #VulnerableBeneficiaries #BusinessLawSeminar #GuardianshipOrders #ProfessionalTrustees #LegalInsights

Tickets

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Aitken Partners hosts a range of seminars and webinars dealing with legal issues in Victoria and, where applicable, Australia.