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This area covers planning for disabled beneficiaries through special needs or discretionary trusts set up in a will or during lifetime, with the aim of preserving benefits while providing for the person's needs. A solicitor drafts the trust terms, appoints and guides trustees, identifies appropriate assets to fund the trust, and advises on eligibility for means‑tested benefits. They liaise with benefit authorities as needed and ensure the arrangement stays compliant with the relevant scheme rules and regulatory duties. The work is especially shaped by benefit requirements and family considerations.
The client’s position is protected by safeguarding eligibility for means‑tested benefits and avoiding disqualifying transfers. A solicitor provides professional oversight through setting clear terms, ensuring proper administration, and handling reporting or changes in circumstances to preserve entitlement to benefits.
You searched for Special Needs Trusts specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Bethany Willis
Always a pleasure to have Bethany and Kate dealing with us. Professional, Friendly, Honest approach. Reception staff are very efficient. Value for money
Review left by Carla
95%+
Value for money
95%+
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95%+
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Tagged solicitor Michael Brierley
I honestly cannot recommend Michael highly enough. The professional and empathetic support he provided, made the most difficult time of my life, more bearable. I enlisted Michael's help when my partner died without a will. We owned a house together, and, as you would expect, our lives were inextricably linked. I did not know where I stood or what would happen, which felt very scary at a time when my world had already been turned upside down. Michael takes a holistic approach to his cases, expertly advising on the legalities but also taking account of the emotions of the situation. After our first meeting, I immediately felt more informed on the situation and also reassured that whatever was going to happen I would have Michael in my corner to help. His communication was excellent throughout and very proactive. In the end, everything was resolved amicably but the peace of mind it gave me knowing I had Michael to help was invaluable to me. I honestly don't know how I would have coped without his advice and support. Thankyou Michael
Review left by Ruth
89%
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89%
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86%
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Tagged solicitor Samuel Jones
Samuel was very clear and helpful in explaining how the process worked and in advising us on choices. The whole process was painless and completed efficiently.
Review left by Russell
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Value for money
95%+
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Tagged solicitor Matthew Briggs
Matt has been supporting me on a number of highly complex legal issues since the unexpected passing of my husband last year. He has tackled each issue with the utmost professionalism. He gives sound, objective advice & is very responsive, dependable, thorough and empathetic. I don't know how I would have got through the last year without Matt on my side.
Review left by Anonymous
95%+
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95%+
Value for money
95%+
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95%+
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Tagged solicitor Liz Rose
I have just completed on the sale of my late mothers retirement flat. Liz Rose and her team have been wonderful, prompt responses to messages and emails and all the hassle taken out of a very administrative task! Thank you all.
Review left by Karen
95%+
Value for money
95%+
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95%+
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Tagged solicitor Sarah White
Hawley and Rodgers were helpful, pleasant, professional and efficient from my very first contact with them. I recommend them unreservedly!
Review left by Susanne
95%+
Value for money
95%+
Success rate
95%+
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