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104413
Individual Podcasts

Protect and Defend: Drafting Considerations for Disability and Protective Testamentary Trusts

One of the biggest concerns for clients with vulnerable and special needs family members is the certainty that they will be looked after following the death of their parents or carers. This session will examine the key requirements and contents of specific testamentary trusts and
PRESENTED BY Rohani Bixler Principal - Sage Succession Law , Melbourne

Date/Time

About the Podcast

One of the biggest concerns for clients with vulnerable and special needs family members is the certainty that they will be looked after following the death of their parents or carers. This session will examine the key requirements and contents of specific testamentary trusts and highlight the risks in drafting failures, including:

  • What are the considerations and trust options for families with a special needs’ dependent?
  • Unpacking the legislative requirements for special disability trust arrangements
  • A focus on the essential components of disability and special needs trust deeds
  • Factoring in flexibility for changes in circumstances
  • Drafting with default in mind – what can go wrong? Anticipating problems and drafting solutions in advance
  • Lessons and examples from the courts

Presented By

Rohani Bixler
Principal, Sage Succession Law Melbourne, VIC

As the Principal Lawyer at Sage, 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.

CPD Information

0.6 CPD units

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

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