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Help - setting up discretionary disabled beneficiary trust from my sibling from overseas?
expatsd
Member Posts: 1 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
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? Online Community Coordinator, she/her
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One of those instances where you definitely need a solicitor ahd there’s no getting round it.
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