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Recorded Webinars

Recorded Webinar: Options for Protecting Beneficiaries with Disabilities in the Estate Plan

Where a major beneficiary of an estate has significant disabilities, there are special considerations and options available as part of the estate plan. This session provides a practical discussion of the options available and how best to implement them, including:
PRESENTED BY Jennifer Dixon Practice Leader, Accredited Specialist Wills & Estates - Moores , Melbourne

Date/Time

About the Webinar

Where a major beneficiary of an estate has significant disabilities, there are special considerations and options available as part of the estate plan. This session provides a practical discussion of the options available and how best to implement them, including:

  • The use of protective trusts and special disability trusts - what are the options for implementation?

    • set it up right now and feed in money so it’s parallel to estate

    • set up framework but don’t transfer assets yet

    • don’t do anything now but carve out provision under will to deal with on death

  • Implications of the 2018/19 Budget announcements on excepted trust income

  • Using protective trusts for high wealth beneficiaries with disabilities

  • Eligibility issues and how to structure if there is uncertainty as to whether the beneficiary will qualify for a special disability trust?

  • Managing Centrelink requirements and eligibility issues - maintaining the beneficiary’s eligibility to the disability support pension and access to the Health Care Card

Presented By

Jennifer Dixon
Practice Leader, Accredited Specialist Wills & Estates, Moores Melbourne, Vic.

With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas.

Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in two fields, namely: in Wills and Estates in Victoria, accredited by the Law Institute of Victoria; and as a Fellow SMSF Association Specialist Advisor / FSSA. Jennifer is an in demand speaker across Australia to professional audiences in these areas.

Over the last six years, Jennifer has been recognised as a preeminent and leading practitioner in Doyle's Guide across the two categories of Wills, Estates & Succession Planning and Wills & Estate Litigation:

  • Preeminent Wills, Estates & Succession Planning Lawyer - Victoria, 2022
  • Leading Wills & Estates Litigation Lawyer - Victoria, 2022

In addition, Moores was recognised in Victoria as a first tier law firm in both of those categories for the last six years.

Who Should Attend?

This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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