Planning for the Future with Wills and Trusts Seminar

Due to the present COVID-19 situation, we have postponed the Planning for the Future with Wills and Trusts Seminar. We are working with our partners Renaissance Legal, to confirm potential dates later this year.

Location: Sense, 101 Pentonville Road, London, N1 9LG

As part of our When I’m Gone Campaign Sense research found that 1.7 million disabled people are supported by their friends and families and 75% have no plan for the day that support is no longer available. 

For families and carers of a person living with complex disabilities, it’s vitally important to make arrangements and properly plan for the future when you are no longer there to support them.

On Wednesday 13 May 2020, specialist lawyer Philip Warford from Renaissance Legal will visit Sense to talk to parents and carers about how you can plan for the future using carefully prepared Wills and Trusts.

Philip will join us for the morning to talk about the importance of making a Will; Choosing Executors and guardians; Beneficiaries of your Will and Trusts that may need to be set up.  He will also explain how a Trust can be a useful tool to help manage funds for a person with a disability, throughout their lifetime. How setting up a Trust will protect their vulnerability and any potential financial abuse; allow the assets to be managed by people you choose; and to protect their entitlement to means tested benefits and support.

He will talk about the two main Trust options available to you - a Discretionary Trust and a Disabled Person’s Trust. He will explain the differences and how personal circumstances, flexibility and value all play a part in deciding which Trust suits your family.

In addition, a member of our Policy and Campaigns Team will be present to talk through our planning toolkit ‘Decisions to Make, Steps to take’.  The toolkit was created as part of our When I’m Gone Campaign which highlighted 77% of families find planning for the future difficult as the system can be difficult to understand and navigate. 

If you would like to attend please complete the sign-up form below.

We will only use this email address to contact you about this event.