This workshop will provide information about special disability trusts for a family member with a disability.
This event is for families and carers.
Dates
Date: Wednesday 30 August 2022
Time: 7:00 pm – 8:30 pm (VIC)
Location
This is an online event.
About the event
This workshop will provide information about special disability trusts for a family member with a disability.
For people with a family member with a severe disability to contend with, special disability trusts can be a valuable estate planning tool. They are not a universal solution and need to be evaluated in the light of Centrelink rules, planning and tax considerations.
Participants will gain knowledge about:
- the role played by special disability trusts
- the context for a special disability trust
- identifying alternatives for special disability trusts.
To register
To register, please visit our online registration page.
Presenters
Allan Swan, Director – Estate Planning Equation
Lawyer
Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law:
- Asset Protection
- Deceased Estate Taxation
- Dispute Prevention
- Estate Planning
- Preventative Law Strategy
- Special Disability & Protective Trusts
- Structuring
- Superannuation
- Tax Considerations
- Testamentary & Family Trusts
Allan also provides practitioner training and speaking services in the above areas and is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.
Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
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