Are you worried about the effect a lump-sum inheritance may have on your beneficiary’s entitlement to receive a pension?
If one of your beneficiaries has a severe disability, a Special Disability Trust may enable you to access social security means test concessions for their benefit.
A Special Disability Trust is designed to assist those who have the financial means to do so to make private financial provision for the care and accommodation needs of a family member with severe disability and to receive means test concessions.
Put simply, assets within a Special Disability Trust (up to a certain limit) are exempt for the purposes of determining the beneficiary’s entitlement to receive a pension.
For advice about a Special Disability Trust for your family member, start by booking an estate planning conference.

our services
How we can help you
Special Disability Trust Will
From $3500
Start by booking a meeting with one of our lawyers. We’ll give you advice and prepare a tailored quote for your Special Disability Trust Will.
Estate planning conference
$440
We’ll sit down with you to understand your circumstances, your goals, and your wishes — then map out an estate planning strategy that gives you clarity and confidence.
Following the consultation, we’ll provide a fixed-fee quote for preparing your Will, any testamentary trusts, and other documents required to bring your plan to life.