Red Cross Wills
Irene and Jarred were busy over the last couple of days taking instructions from clients and preparing wills as part of a fund-raiser for the Red Cross. We are also working on a couple of not-very-straight forward probate applications. One is for a gentleman who was from Lithuania who died leaving no family in Australia. […]
What is Estate Planning?
What is estate planning all about? It’s about making adequate provision for those you leave behind. From a legal point of view this includes Wills, enduring powers of attorney, enduring powers of guardianship, and succession clauses in partnership, shareholder and unit holder agreements. For assistance with estate planning, see Michael Paterson & Associates.
When Probate isn’t Necessary
We spoke to an old client yesterday. She wanted help getting probate on her late mother’s will. We could have helped her do that, but her mother’s estate is only about $10,000.00 most of which is in a Bankwest bank account. We advised her that she would not need to obtain probate and we confirmed […]
EPA & EPG
I saw a lovely 79 year old lady on Tuesday. She is moving into a nursing home in Glendalough run the Little Sisters of the Poor. One of the pre-conditions to admission, besides having assets less than $40,000, is that she needed an Enduring Power of Attorney in place. I prepared an enduring power of […]
Life Support with no Will
Here’s a sad story. We learnt of a young chap last week who is on life support, but more than likely brain dead, so his step-father and partner were going to have to consult with the doctors about turning off the machine. The Guardianship and Administration Act sets out the priority of person who need […]
Old Will After Divorce
We saw 2 clients two weeks ago to prepare some wills. Both were divorced some 20 years ago. Both were unaware that the wills that they executed early in their marriages and which left everything to their ex-husbands were still valid! The Wills Act 1970 was only amended such that the end of a marriage […]
Red Cross Will Special
Yesterday Jarred and Irene spent half a day each interviewing clients as part of a fund raiser for the Red Cross. The clients paid the Red Cross $75.00. Jarred and Irene interviewed the clients and are now busy preparing the wills. Jarred sent me a couple at 9.30pm last night to settle! Michael Paterson & […]
Documents for a Proposed Development and a Visit from Constable Care!
We are working on a set of documents for a proposed development: A trust deed making it clear that the trustees are purchasing the land on trust for the beneficiaries, one of whom will own one strata unit and the other the rest; The wording for the contract of sale; Loan agreement from the mother/mother-in-law […]