Vulnerable Beneficiaries
Details
- Date: Monday 28th November 2022
- CPD Hours: 1 hour
- Expires after: 120 Days
- £25 Plus VAT
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Parents often want to make provision for children with a disability by will. A different problem arises when a vulnerable beneficiary has the benefit of a substantial damages award. In what circumstances will the Court of Protection authorise gifts from such an award and when should an application for a statutory will be made? This session will looks at
- Loss of means tested benefits
- The IHT disadvantages of discretionary trusts
- The IHT benefits of complying with IHTA 1984, s89
- Lifetime trust or will trust – does it matter?
- Income tax and CGT treatment
- How to draft a s89 trust
- Gifts and statutory wills
Professor Lesley King, Professional Development Consultant, University of Law
£25.00 + VAT