Estate & succession planning.

In Victoria, establishing a Special Disability Testamentary Trust (‘SDTT’) — a special disability trust created through a will — can further secure significant benefits for both the disabled beneficiary and the family members setting up the trust.

A trust is a structure where assets are legally held and managed by one person/s (trustee/s) for the benefit of others (beneficiaries).

If you know someone who has passed away, there is an important series of steps to be followed to deal with what they leave behind.