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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 Phil Turner
Exceptional service from Phil Turner. Took about 4 years to resolve, none of which was Phil's fault, but he stuck at it and eventually obtained a positive result which I'm very grateful for. Highly recommended
Review left by Batch Man
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Tagged solicitor James Ambrose
I recently needed advice over the wills of myself and my husband. I found the company to be extremely helpful, personable and professional. I needed their professional help once again after the death of my husband and once again they were there with their guidance and advice. I would definitely recommend them, and have done to my friends and family,
Review left by Gayle
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Tagged solicitor Alexandra Bartlett
We used Alexandra for the conveyancing on a probate sale. The process was simple and pretty much effortless for us, Alexandra dealt with everything. We were very pleased with the process.
Review left by David
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Tagged solicitor Lisa May
The team at EJ Moyle were brilliant at sorting my parents’ estate. They were friendly, efficient and extremely helpful and professional. I would highly recommend them to anyone who needs their services.
Review left by Diana Cannon
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Tagged solicitor Michael Feakes and Head of Commercial
Thank you so much for your time on the phone today. I waffled on far too long before getting to my question, and you were very patient with me which I very much appreciated.
Review left by Anonymous
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Tagged solicitor Anna Tagg-Van Lany
On both occasions to our home to review our Wills, we found the representatives of BRGP to be most helpful to talk to, also explaining anything we didn't understand. Very pleasant and easy manner to put you at ease.
Review left by Jean Eldridge
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