I recorded this BLOG post after a pretty tough morning resolving some estate planning issues which could have been avoided if: 1. the clients and family knew where the original estate planning documents were stored 2. copies of the documents were available so we knew what they said 3. the clients had reviewed their documents […]
All things estate planning, asset protection,
tax structuring, business succession, super and trusts!
If we’ve ever caught up for a coffee or if you’ve heard me speak at a seminar, you will know that Testamentary Trusts are my FAVOURITE estate planning tool. I get asked all the time about testamentary trusts: are they worth the money or just over complicating things? Short answer? I believe that a testamentary […]
If you’re an adviser who has anything to do with BDBNs, you NEED to know about this latest case of Narumon Pty Ltd from the Queensland Supreme Court which considered the rules relating to attorneys making BDBNs. You can read the decision at http://www6.austlii.edu.au/cgi-bin/viewdoc/au/cases/qld/QSC/2018/185.html; but why would you do that when you can just watch […]
What happens when a person dies and they didn’t include a testamentary trust in their will? Is it possible to set up a post-death testamentary trust? The answer is Yes, maybe, sometimes….. Watch to find out more. The transcript of the above video is below: Hi, it’s Tara Lucke here! I had a question come […]