by Autonomy First Lawyers | Apr 21, 2024 | Trusts and Estates
Why you may need to rethink … Are you a trustee, or the director of a company that acts as a trustee, of a discretionary trust? If you are, do you actually know what you are doing?! The Problem I’m the trustee of a discretionary trust, and that means I can do whatever...
by Michael Perkins | Sep 10, 2023 | business law, Financial services, Information technology, Private Client Services, Trusts and Estates, wealth management
Protecting your digital life, not just your digital assets: a reflection on how our digital and analogue lives have become meshed and how this has impacted the world of estate planning. As our digital life has evolved, so have cyber threats. Cyber security is now a...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
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...
by Isabella Biddle | Dec 16, 2021 | Community of Practice, supported decision making
Our attendance at the Sydney Disability Expo on the 4th of December has highlighted to us that a number of organisations have clients who have questions and require advice about representation and decision making. As a result, are offering free drop in consultation...
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