In this episode Anna is joined by Rohani Bixler, who is in a league of her own when it comes to supporting families/parents/guardians to put in place arrangements to make sure their child (or children) living with disability are looked after when they die or lose capacity.
Rohani is a pre-eminent expert in the field and has a deep personal connection to the subject making today’s episode so compelling and comforting. This is a subject rich in emotion, complexity and something the team at Australian Unity Trustees is asked about a lot.
- Host: Anna Hacker
- Guest: Rohani Bixler, Special Counsel at Burke & Associates Lawyers. Rohani is a highly regarded practitioner in the areas of Estate Planning, including bespoke testamentary trusts and advice for complex circumstances including blended families, private companies, family trusts, vulnerable beneficiaries, estranged family members.
- Useful links - Special Disability Trusts | Department of Social Services, Australian Government (dss.gov.au)
- Disclosure – General advice for listeners - Please be aware that the information in this podcast has been prepared without considering the objectives, financial situation, or needs of any individual and is general in nature. If you do wish to act on the information, before doing so you should consider its appropriateness to your circumstances and obtain specific legal and financial advice. As we suggest in the podcast we would always recommend obtaining financial and legal advice relevant to your circumstances before making any decisions and also in line with this suggest getting specialist advice from a tax professional to confirm the impact of this financial advice on your overall tax position.