What is "fair and reasonable"? Norms and strategies guiding the distribution of assets by testators who have an adult child with intellectual disability

Background: Parents making a will most commonly distribute assets evenly to adult children. How parents of an adult child with an intellectual disability use wills to plan for future care and support has had limited policy, practice and research attention. Method: This research reports on the percep...

Full description

Saved in:
Bibliographic Details
Published in:Journal of intellectual & developmental disability 2021-04, Vol.46 (2), p.175-185
Main Authors: Wilson, Jill, Tilse, Cheryl, White, Ben, Rosenman, Linda
Format: Article
Language:English
Subjects:
Adult children
Adults
Assets
Children
Children with disabilities
Death
Entitlement
Estate planning
families
Financial Services
inheritance
Intellectual disabilities
Intellectual Disability
Parent Attitudes
Parents
Parents & parenting
Planning
Records (Forms)
Resource Allocation
Social Services
Wills
Citations: Items that this one cites
Items that cite this one
Online Access:Get full text
Tags: Add Tag
No Tags, Be the first to tag this record!
Description
Summary:Background: Parents making a will most commonly distribute assets evenly to adult children. How parents of an adult child with an intellectual disability use wills to plan for future care and support has had limited policy, practice and research attention. Method: This research reports on the perceptions of 20 parents regarding the impact of the needs of their child with disability on estate planning. The participants were purposively recruited and interviewed during 2014-15. Results: Participants were more likely to consider equity of outcomes for their children taking into account retaining access to state services. They report difficulties in future planning in the context of changing service systems and limited specialised advice. Conclusions: Judgements about what is fair and reasonable in distributing assets reflect differing views of need and entitlement within families. Such families would benefit from specialised advice and support in estate planning, particularly given the changing context.
ISSN:1366-8250
1469-9532
DOI:10.3109/13668250.2020.1765997