The Law Society Library lists resources which contain precedents and commentary for a will with a disabled beneficiary, and for a trust for a disabled person

The Law Society library maintains a database of enquiries called Common Queries. These include results from research to find forms, precedents, rules, regulations and guidance. These records can be freely accessed via the library catalogue Library Knowledge Base

The Encyclopaedia of Forms and Precedents, Vol.42(3) (2012) Wills and Administration, Part 5 contains commentary and complete wills at Forms 58 to 60. These include a will providing for spouse and children with one child severely mentally disabled and a will providing for an adult mentally disabled child. It also contains will clauses relating to disabled beneficiaries at Forms 61 to 63 in addition to letters at Forms 64 to 66.

Practical Will Precedents (1987-) contains :

Precedent C2 : Trust for disabled persons complying with IHTA 1984 s.89 and vulnerable beneficiary regime and providing full CGT annual exemption (reflecting FA 2013 changes).

Precedent C2b : Trust for disabled person complying with IHTA 1984 s.89 and vulnerable beneficiary regime and providing full CGT annual exemption.

Butterworths Wills, Probate and Administration Service, (1990-), Vol. 1, Division A1 contains several will precedents; will clauses and letters.

Whitehouse, A Modern Approach to Lifetime Tax Planning for Private Clients (with precedents), (2014), Precedent 23.1 : Disabled trust.

Record last checked 27 October 2014.

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Disclaimer

This FAQ is compiled by the Law Society Library. While every effort has been made to ensure the accuracy of the information in this article, it does not constitute legal advice and cannot be relied upon as such. The Law Society does not accept any responsibility for liabilities arising as a result of reliance upon the information given.