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 Recorded Webinar: Protecting Vulnerable Family Members Through Trusts

Date: 11th May 2022
Duration: approx. 1 hour

For a parent, the biggest concern throughout life is the care and welfare of their children. Nothing compounds this situation more than having a child who is vulnerable and has special needs. This session examines estate planning options to safeguard the interests of vulnerable family members, including:

  • In what situations should a parent be considering a special arrangement for their child in their estate planning?
  • What present and future needs should be considered?
  • When is a Special Disability Trust an appropriate option?
  • A deep dive into Special Disability Trusts including legislative requirements, eligibility, financial considerations and other requirements
  • Has the need and effectiveness of Special Disability Trusts been impacted by the NDIS?
  • The role of protective trusts for vulnerable beneficiaries – at what stage should these be established?
  • Considerations for establishment of a protective trust, including:
  • asset shares and other family members
  • impact on government benefits and tax implications
  • appropriate limitations and conditions
  • trustee selection, control and sibling involvement
Recorded Webinars,Estate planning,Recorded Webinar: Protecting Vulnerable Family Members Through Trusts

Jennifer Dixon, Practice Leader, Moores, Vic

Jennifer Dixon is a Practice Leader and heads up the Private Clients group at Moores. With one of the largest specialist estate planning teams in the country, Jennifer and her team assist clients and their advisors through the maze of planning for death and disability right through to addressing the administration of estates and private entities like trusts and SMSF’s. While the focus of the team is on dispute prevention, they also advise and guide clients through disputes and litigation associated with these areas. Jennifer holds an honours degree in law and a diploma of financial services. She is an accredited specialist in Wills and Estates in Victoria, accredited by the Law Institute of Victoria. She is also an accredited specialist SMSF advisor and fellow of the SMSF Association. Jennifer is an in demand speaker across Australia to professional audiences in these areas.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Accountants can claim 1 CPD/Training hour.  Lawyers can claim 1 CPD unit/point – substantive law.  

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: WBIMAY22
 Price:  $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.