Webinar: Duncan Legal, Special Disability Trusts
Event description
Webinar: Duncan Legal, Special Disability Trusts
Down Syndrome NSW is thrilled to present a very important 2 part webinar series with Duncan Legal.
Hosted by Duncan Legal's, Margaret Duncan (Principal Lawyer) and Lee Smart (Practice Manager).
Part two of the series will cover Special Disability Trusts.
Join us to learn more about what a Special Disability Trust is, how to obtain eligibility, fund limits, advantages & limitations, gifting rules, how to set-up, operate & end the Trust.
You will also be able to put your questions forward.
This event is free.
About Duncan Legal
Our team consists of Margaret Duncan (Principal Lawyer) and Lee Smart (Practice Manager).
Marg and Lee met at their son’s special school one morning during school camp drop-off. Their sons were classroom friends and thought it would be a good idea to get to know one another.
Marg was taking the leap and starting her own legal practice and Lee was looking for a new challenge. A friendship and then a working relationship formed and Lee came to work with Marg in early 2015. The business began in the front 2 rooms of Marg’s home in Surrey Hills.
With the circles in which they moved, they found that their ‘tribe’ began to come to them. Marg and Lee were soon supporting numerous families with their disability Estate Planning and this became, and continues to be, their focus and direction.
Today, over 60% of Duncan Legal’s clientele have disability in their family.
With their life experience in raising sons with ASD & ID, it is no wonder clients come to Marg and Lee knowing they don’t have to explain their child, and as one client put it “you just get it”.
Event Details
Duncan Legal Webinar Part Two: Special Disability Trusts
Online via Zoom (link will be provided closer to event date)
Wednesday 23rd November 2022
7:00pm - 8:30pm
Please note this webinar will not be recorded.
Questions: admin@dsansw.org.au
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