Help - setting up discretionary disabled beneficiary trust from my sibling from overseas?

expatsd
Online Community Member Posts: 2 Listener
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
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
0
Comments
-
Hi @expatsd
I'm sorry that we weren't able to find an answer to this for you initially. Have you been able to find a solution, or were you able to travel back to the UK?
0
Categories
- All Categories
- 14.8K Start here and say hello!
- 7K Coffee lounge
- 78 Games den
- 1.7K People power
- 91 Announcements and information
- 22.9K Talk about life
- 5.4K Everyday life
- 215 Current affairs
- 2.3K Families and carers
- 850 Education and skills
- 1.8K Work
- 486 Money and bills
- 3.5K Housing and independent living
- 971 Transport and travel
- 673 Relationships
- 65 Sex and intimacy
- 1.4K Mental health and wellbeing
- 2.4K Talk about your impairment
- 853 Rare, invisible, and undiagnosed conditions
- 910 Neurological impairments and pain
- 2K Cerebral Palsy Network
- 1.2K Autism and neurodiversity
- 37.5K Talk about your benefits
- 5.8K Employment and Support Allowance (ESA)
- 19K PIP, DLA, ADP and AA
- 7.4K Universal Credit (UC)
- 5.4K Benefits and income