Estate Planning - Protection of Disabled or Vulnerable Beneficiaries

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!

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Host or Publisher Aitken Partners