Minor Children
Considering guardianship, succession and financial arrangements where minor children are involved.
HERITANT · Family Protection
Guardianship & Family Protection.
Considered legal and estate planning for minor children, dependants and beneficiaries who may require continuing care, assistance or protection.
HERITANT
From Planning
to Implementation.
Family-centred planning
Some beneficiaries require additional consideration.
Estate planning may require particular care where minor children, persons with disabilities or other vulnerable beneficiaries depend on continuing financial support, care or assistance.
Planning should consider the beneficiary's circumstances, the family's objectives, the assets available for their benefit and the legal arrangements that may be appropriate.
What we consider
Family protection planning may consider.
Vulnerable Beneficiaries
Planning for beneficiaries who may require continuing assistance, protection or financial support.
Care & Responsibility
Considering the people, responsibilities and arrangements relevant to the beneficiary's continuing welfare.
Asset Protection Planning
Considering how assets intended for a beneficiary may be structured or managed in appropriate circumstances.
Supporting Documents
Identifying Will provisions and other legal documentation relevant to the intended protection plan.
Legal Requirements
Considering applicable guardianship, succession and other legal requirements based on the circumstances.
Our assistance
Family protection assistance.
The appropriate planning depends on the beneficiary's circumstances, family structure, available assets, intended responsibilities and applicable legal requirements.
Planning concerning minor children
01Guardianship considerations
02Planning for persons with disabilities
03Planning for other vulnerable beneficiaries
04Will provisions relevant to family protection
05Consideration of trust arrangements where appropriate
06Planning concerning financial support and assets
07Review of related estate-planning documentation
08Protection should be individually considered
Planning for a vulnerable beneficiary should take account of the person's individual needs, legal rights, family circumstances and long-term care and financial requirements. No single structure is automatically appropriate in every case.
Consultation