Good morning,
I’d be grateful for confirmation that my understanding is correct.
My elderly client has one daughter in her sixties with a learning disability. The daughter receives a means tested benefit- EESA.
I’m drafting mum’s Will which leaves the whole of her estate to a discretionary trust.
Given the complications with the residence nil rate band I’d like to draft a clause leaving daughter the property absolutely (with the rest of her estate to the DT). It is the property she already lives in as she lives with mum. Am I right in thinking this will be fine and will not affect her means tested benefit?
Many thanks
Deborah