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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 Beverly Davison
The process of selling our Mum's bungalow was long and quite tedious at times with a difficult buyer. Our solicitor kept on top of everything and communicated with us every step of the way. We are so glad that we picked David Barney and would highly recommend them.
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Tagged solicitor Melanie Williams
Melanie has dealt with the sale of my mom's house extremely professionally, keeping me informed at all times. Thank you so much for everything - I will not hesitate to contact you in the future to discuss updating our Wills.
Review left by Alyson Lane
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Tagged solicitor Natalie Hogarth
Natalie was excellent and extremely professional she was understanding and explained everything with care and consideration something which I thought would be a daunting task made incredibly easy by Natalie I would recommend her to everyone! John and Norma
Review left by Anonymous
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Tagged solicitors Christopher Eriksson-Lee and Emma Hegarty
Always find Brachers a pleasure to deal with, and their professional and well managed approach was particularly notable at a the time of a bereavement.
Review left by Anonymous
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Tagged solicitor Rachael Stokes
Rachael was able to present her obviously thorough understanding of the law using straightforward and clear language. She drew up my will and LPAs and whenever we communicated (whether in person, by phone or email) I received a warm welcome. I also had the sense that my thoughts and feelings were being valued, felt confident in Rachael’s professionalism and at all times understood what was happening. Excellent!
Review left by Keith
