Wills for Parents of People with an Intellectual Disability

There are many considerations for parents of people with an intellectual disability when making a Will. The most important aim will always be to ensure that their child is taken care of and can access funds for care and treatment; however there are also practical issues to think of such as their child’s inability to manage the assets themselves.

At Coleman Greig we have particular expertise in the preparation of Wills and estate planning for parents of children with disability.

Principal Stephen Booth has been involved in this area for many years and was asked by the Department of Family and Community Services to write plain English booklets for families on the issue of Special Disability Trusts when new laws and regulations came into force concerning this area.

For more information contact:

Stephen Booth, Principal
+61 2 9895 9222
sbooth@colemangreig.com.au

Or to make an appointment at one of our offices, please select from the below.

Wills for Parents of People with an Intellectual Disability - Our Team

Wills for Parents of People with an Intellectual Disability - Our Clients

Publications

The effects of Marriage, Separation & Divorce on your Estate Planning - 4 May 2021
Karina Penfold, Kaitlyn Sheridan

In our latest article, Senior Associate Karina Penfold and Lawyer Kaitlyn Sheridan outline the importance of having your affairs in order especially when going through a major life change like marriage, separation or divorce.
Some welcome breathing space for Discretionary Trusts - 30 Mar 2020
Karina Penfold

The objectors’ voices have been heard and we now have a more accommodating Bill, State Revenue Further Amendment Bill 2020 (NSW) (“the 2020 Bill”) awaiting Royal assent which Senior Associate Karina Penfold explains in more detail.
Coleman Greig Lawyers supports The Westmead Institute for Medical Research - 29 Mar 2020
Warrick McLean

Coleman Greig Lawyers have partnered with The Westmead Institute for Medical Research (WIMR) to provide ongoing pro-bono legal services with respect to their Gifts in Wills program and will assist those wishing to make bequests to the Institute.
The implications of the State Revenue Further Amendment Bill 2019 (NSW) on testamentary discretionary trusts - 26 Nov 2019
Karina Penfold

Senior Associate Karina Penfold advises with the impending changes to surcharge duty and land tax, clients with Wills incorporating testamentary trusts should consider making amendments prior to 31 December 2019 and definitely no later than the date which is 2 years from when the new law comes into effect.
Top 3 Excuses for not having a Will and why you should have one - 21 Oct 2019
Karina Penfold

Did you know that Pablo Picasso, Abraham Lincoln, Martin Luther King Jr, Jimi Hendrix, Michael Jackson and Prince all died without a Will? You might be thinking if such high profile and net worth people didn’t have a Will, you too may be excused from making one, but that’s incorrect. You should have a Will and continuously review it.
CBD-Style Legal Services Now on the Doorstep for Campbelltown-Macarthur Residents - 23 Jul 2019
Warrick McLean

Residents and businesses within the Campbelltown-Macarthur region now have access to a wider range of commercial and personal legal services, expertise and support following Coleman Greig Lawyers' opening of offices in the centrally-located Oran Park Podium.
Plain English Guide to Special Disability Trusts - 1 Jul 2015

The Federal Government introduced Special Disability Trusts into social security legislation in 2006, aiming to encourage private provision of accommodation and care for people with a disability. In the right circumstances, using a Special Disability Trust allows parents (and other family members) to provide assets for a person with a severe disability without affecting the person’s entitlement to the disability support pension.

Wills for Parents of People with an Intellectual Disability - Useful Links

Wills for Parents of People with an Intellectual Disability - Recent Experience