Webinar: Planning for Vulnerable Beneficiaries: Wills and Tr
About
Planning for Vulnerable Beneficiaries: Wills, Trusts & Special Disability TrustsSupporting your loved ones takes more than good intentions—it takes the right legal and financial structures.
In this special guest webinar, SPG Lawyers is joined by Jack Lund, Director at Australian Tax Advisors (ATA) and father to a child with a disability. Together, we’ll explore the tools and strategies that help families provide lasting protection for vulnerable beneficiaries—both during your lifetime and after you're gone.
👥 This session is ideal for:
Parents or carers of a person with a disability or vulnerability
Siblings or adult children concerned about future care
Professionals supporting families with complex needs
Anyone wanting to future-proof their estate plan for vulnerable beneficiaries.
🧑🏫 What We’ll Cover:
🔹 With Jack Lund (ATA):
What is a Special Disability Trust (SDT) and how does it work?
Centrelink implications and eligibility criteria
Tax benefits and compliance obligations
Real-world experience as both a parent and an advisor
🔹 With Jacqueline Brauman, Estate Planning Lawyer (SPG Lawyers):
How to recognise vulnerable beneficiaries in estate planning
Testamentary options:
Protective Trusts
Special Disability Trusts
Life Interest Trusts
Testamentary Discretionary Trusts
Choosing the right structure for your family’s unique needs
How to ensure your Will reflects your long-term care intentions
🎯 Why Attend?
If someone you love may struggle with independence, financial decision-making, or ongoing support in the future, this webinar will give you clarity, options, and peace of mind. Learn how to plan with confidence—so you can be sure your care and protection extends beyond your lifetime.
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Webinar: Planning for Vulnerable Beneficiaries: Wills and Tr
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