The problems with losing a trust deed are self evident. A trust relationship must be run through a trust structure, with a trustee. A trustee’s…
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For many business owners their business is the major asset of the estate. Yet surprisingly very few business owners have adequately initiated basic estate planning…
It is not uncommon for assets to be held in various locations, including shares and investment properties during one’s lifetime. What follows in an overview…
As the number of elderly people increases in Australia due to the ageing population, the need for estate planning becomes ever more crucial, particularly with…
The increase of personal wealth in recent times, together with increased life expectancy and associated age-related disabling conditions such as Dementia and Alzheimer’s, has resulted…
In New South Wales, family provision claims are brought by the deceased’s spouse or children or someone who had lived with the deceased in a…
When families are confronted with the shock of a death to a family member they have to make decisions that they never really thought they…
A Will is said to be the cornerstone of any Estate Plan. A Will specifies how assets owned by the Will maker will be distributed….
They say that “sometimes the poorest man leaves his children the richest inheritance”. But is this adequate? One of the grounds that an eligible person…
In New South Wales, applications for Letters of Administration or Probate out of the estate of the deceased are made to the Supreme Court of…
Modern Estate Planning should take into consideration both physical and digital assets. What follows is an overview of Modern Estate Planning in the digital age…
In the event of Death the value of a deceased’s Estate can be significantly reduced through delays in administering the Estate, disputes between potential or…
Nothing creates more family disharmony than a challenge to a Will or to assets held outside the estate. It is one of the greatest fears…
There are a number of common mistakes in failing to correctly prepare Wills and Estate plans. What follows is an overview of common errors in…
It is not uncommon with blended families for one parent to be protective of their children from a previous relationship. The bond to a child…
A trust is not a separate legal entity in the same way as a company, rather it is a relationship which exists whereby a person…
Family provision claim often commences by persons who intend to challenge the will of a deceased in the event the deceased failed to adequately provide…
The COVID-19 Pandemic has brought many uncertainties. Among these uncertainties is the process to correctly execute and witness documents which, under normal circumstances, requires a…
A court may hold a Will invalid if it is proved that the testator lacked mental capacity at the time of drafting the Will. However…
They say that “sometimes the poorest man leaves his children the richest inheritance”. But is this adequate? One of the grounds that an eligible person…
