When estate planning must protect a vulnerable future, how should families plan?
Meet Alex and Nicole: parents thinking carefully about the long-term future of their daughter Isla.
Isla is neurodivergent and may never be able to manage her own financial affairs. Like many families in similar situations, Alex and Nicole want to ensure she is protected for life — but quickly discover that traditional estate planning approaches may not be enough.
In this practical, scenario-led webinar, we follow their family’s story to explore how estate planning decisions change when supporting neurodivergent or vulnerable beneficiaries, particularly where capacity, guardianship and reliance on means-tested benefits must be carefully considered.
Through this realistic private client scenario, we examine why careful structuring is essential to ensure long-term financial protection, stability and flexibility for vulnerable beneficiaries.
We explored:
🏛️ Trust structures for vulnerable beneficiaries and how they can provide long-term financial protection.
👨👩👧 Guardianship, capacity and decision-making considerations when planning for neurodivergent children.
🛡️ Protecting access to means-tested benefits while still providing financial support through careful estate planning.
📊 Tax and administrative implications of different trust and planning structures.
✍️ How these scenarios can be drafted clearly within Arken, helping practitioners structure complex planning accurately and confidently.
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