Leaving money directly to a disabled or vulnerable person can disrupt means-tested supports and may not be managed in their best interests. This fixed-fee service drafts a trust that provides for them carefully, often using discretionary provisions and a letter of wishes.
OโGrady Solicitors & Co. will advise on protecting eligibility for relevant benefits, choosing and guiding trustees, any available CAT exemptions for incapacitated persons, and how the trust interacts with the Assisted Decision-Making (Capacity) Act framework, then draft the trust within or alongside your will.
It is for parents and families who want to secure the long-term care and financial wellbeing of a relative with a disability or other vulnerability.
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