Friday, January 29, 2010

Estate Planning

In August 2009 the Auxiliary invited three specialist advisors (Warren Seeto, accountant, Matt Hourn, lawyer and Greg Ginn, financial planning) to address the meeting. Also at about the same time Marjorie Janz from Warringah Shire Council arranged a seminar where Johnathon Harris and Caroline Bass from Harris Friedman Hyde Page, lawyers, presented on the same subject.

The reports circulated at or after these two sessions are found here:
Estate Planning
and
Special Disability Trusts

Making plans and arrangements that will enable a disabled family member to "survive" the demise of parents (both economically and emotionally) is a key matter for most families touched by disability.

There are many unanswered questions so if you wish to discuss this matter or have some interesting angles please add your comments below and help form a discussion group that can make sure we are all as well informed and prepared as we can be.

1 comment:

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