Help - setting up discretionary disabled beneficiary trust from my sibling from overseas? — Scope | Disability forum
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Help - setting up discretionary disabled beneficiary trust from my sibling from overseas?

expatsd
expatsd Member Posts: 1 Listener
edited November 29 in Benefits and financial support
Hello everyone,

I am wondering if anyone has been in this situation and might be able to help or shed some light.

I live in Australia and my brother, who has learning difficulties, is in the UK. Our mother died a year and a half ago and in her will she had requested that a discretionary disabled beneficiary trust is set up for my brother's inheritance, with me as the trustee.

With borders closed I can't get back to the UK, and I feel very strongly that I want to remain part of the trust. I am happy to appoint a UK based trustee to co-manage, but I wondered if I can set one up from Australia?

Has anyone dealt with a similar situation?

Thank you

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