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...
by Michael Perkins | Jul 17, 2021 | Education & Training, Employment, Private Client Services
Should lawyers, financial planners and accountants simply do what clients say? In a recent Capacity & Capability Awareness Workshop delivered to a group of CPAs, Michael Perkins was asked, “Is it not our job to do what our client tells us?”. Michael’s answer...
by Michael Perkins | Jan 19, 2021 | Legal, Medico-legal, Succession Planning (After Death)
Estate Planning: A Practical Guide for Professionals Helping Australians Age Well, 5th edition by Michael Perkins and Robert Monahan has now been published. Michael Perkins spoke to us about what has changed in the new edition and how it reflects the new estate...
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