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Essential legal and financial strategies to safeguard assets, preserve vital public benefits, and secure lifelong care for individuals with disabilities.
When parents of a person with a severe disability ask, “What happens when we are no longer here to provide care?”, the answer increasingly involves protective trust structures, particularly the Special Disability Trust (SDT). This course provides legal practitioners with practical guidance on advising families about SDTs and alternative protective trust structures. Participants will explore eligibility, establishment, administration, social security concessions, tax implications, and the interaction with the NDIS. The webinar also examines how SDTs can be integrated into broader estate plans, providing a structured framework for advising families on long-term care and financial security while navigating legislative, trust law, and state and territory requirements.
Key Topics Discussed:
Principal Lawyer | Olivetree Legal
As the Principal Lawyer at Olivetree Legal, Rohani is well placed to assist with questions about Wills, Trusts, and Estates. Rohani supports people to make informed decisions about succession strategies, whether in the planning or administration phase, or in the process of estate litigation. She has practiced exclusively in estate planning, estate administration and estate litigation since 2006, working with City, Suburban and Peninsula-based firms. She has extensive experience with the creation of bespoke solutions for complex family concerns, including planning for vulnerable beneficiaries, blended families and private businesses.