Wills & Trusts – Planning for the Future

Event

What is the event?

Renaissance Legal

For families of a disabled or vulnerable people it’s important to consider how to provide for that person if you are no longer there to care for them. Having an up to date Will in place goes some way to protect them, but it also has the potential to create further problems.

For example, leaving a lump sum to a disabled person may put them in a vulnerable position or could result in their means tested benefits being affected. Philip Warford will explain how Wills and Trusts can be used to protect the vulnerable and ensure benefits are not lost.

Philip will discuss:

Why make a Will

  • How you can protect a disabled person using Wills and Trusts
  • The choice of Guardians for minor children
  • 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
  • The choices to protect a vulnerable person

Trusts explained

  • Life interest Trusts
  • Discretionary Trusts
  • Disabled Person’s Trust

To book your ticket please click here: https://www.eventbrite.co.uk/e/wills-and-trusts-crawley-event-tickets-48064147158

If you would like more information please email [email protected]

Refreshments provided and parent carer travel expenses can be claimed

Download poster

This event is run by the following services:
  • West Sussex Parent Carer Forum
  • When is the event?

    Pin

    Free to attend?

    Regular event?

    Contact Details

    01903 726 188

    Location Details

    Manor Green School,
    Crawley,
    RH10 0DU