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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.
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Tagged solicitor Michael Bernard McGarry
We were very pleased with our experience of updating our wills. The admin staff and Michael were really friendly and professional.
Review left by Alison
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Tagged solicitor Glenn Ross James Blair
In this awful impersonal online world, the traditional service from Bates Wells & Braithwaite which we received , could not have been bettered. Would thoroughly recommend this firm at Sudbury.
Review left by trevor watts
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Tagged solicitor Kerrie Boyd
I have used NM Legal for updating my will and POA. No issues, all staff are knowledgable and friendly. Had previous experience of another law firm who did not have that experience and everything took multiple phone calls. I would thoroughly recommend NM Legal to anyone in need of services they provide. Staff friendly, nothing too much bother and most of all confident and know exactly what they are doing. Knowledge and service exceptional.
Review left by Arlene
