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How useful are trusts for wealth conservation?

by Michael Perkins | Mar 1, 2022 | Contract, Trusts and Estates, wealth management

What is a trust? A trust is simply a rule book for the management of property by one person (the trustee) on behalf of another (the beneficiary). Whether a trust can deliver wealth conservation or asset protection outcomes for a person, family or beneficiary group...

The Chain of Representation: What happens if the Executor of my will dies before completing the administration of my estate?

by Zabina Naem | Nov 19, 2021 | Legal, Trusts and Estates, Wills

There are several factors a person should consider when preparing their Will but one which in our experience many do not think of is – what happens if my Executor dies before completing the administration of my estate? Let’s consider a scenario: Tom signs a Will which...

How useful are trusts for wealth conservation?

by Isabella Biddle | Nov 18, 2021 | Trusts and Estates

A trust is simply a rule book for the management of property by one person (the trustee) on behalf of another. Whether a trust can deliver wealth conservation or asset protection outcomes for a person, family or beneficiary group largely depends not only on the terms...

The assessment of testamentary capacity (STEP Worldwide Webinar June 2021)

by Dr Jane Lonie | Oct 17, 2021 | Autonomy Evaluation, Legal, Medico-legal, Trusts and Estates, Wills

On 30th of June 2021, I was honoured to take part in a discussion on the assessment of testamentary capacity, as one of four elected panel members. The event was held by STEP Worldwide and hosted by Claire van Overdijk TEP, Chair of the STEP Mental Capacity Special...

Is your client competent to work with you?

by Michael Perkins | May 29, 2021 | Autonomy Evaluation, Opinion, Private Client Services, Trusts and Estates

Introduction All solicitors bound by the Australian Solicitors’ Conduct Rules must comply with the following: 8. CLIENT INSTRUCTIONS 8.1 A solicitor must follow a client’s lawful, proper and competent instructions. By contrast accountants are bound to the...

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