Chailey Heritage School – Wills & Trust Seminar
Chailey Heritage School 3rd October 2019 – Wills and Trust Planning for the Future Seminar
Philip Warford will be presenting a seminar for to parents and carers at Chailey Heritage School this October in East Sussex. Chailey Heritage School 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.
- 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
10:00am: Teas and coffees
10:30am – 12:30pm: Seminar
Please email Denise Howard on Denise.Howard2@nhs.net or telephone: 01825 724736.
Chailey Heritage Foundation, Haywards Heath Road, North Chailey, Lewes BN8 4EF