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Chailey Heritage School

Chailey Heritage School 19th September 2018 – Wills and Trust Planning for the Future Seminar

Philip Warford will be presenting his first seminar for to parents and carers at Chailey Heritage School this September 2018 in East Sussex. Chailey is a pioneering charity providing education, care and transition services for children and young people with complex physical disabilities and health needs.

This two-hour seminar aims to help families make decisions on how they will provide for and look after their children after they are gone. Philip discusses why a Will is sometimes not enough when you have a disabled or vulnerable son or daughter.

Philip explains that through the use of a discretionary or disabled persons trust, we can leave inheritance to a loved one so that it won’t affect their means tested benefits or leave them financially at risk.

Topics explored:

  • How you can protect a disabled person using Wills and Trusts
    The choice of Guardians for minor children
    The choice of Executors and Trustees
    The use of Letters of Wishes
    Making Gifts in a Will
    When should you set up a Trust
    How to protect means tested benefits

Timings:

10:00am teas and coffees

10:30am – 12:30pm seminar

Booking:

Please email Denise Howard on: Denise.Howard2@nhs.net or telephone: 01825 724736

Address:

Chailey Heritage Foundation, Haywards Heath Road, North Chailey, Lewes BN8 4EF

Visit their website.


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