Non-revocable Trust Resolution
I met with a client who needs Wills with full discretionary testamentary trusts, EPAs and EPGs for himself and his wife. He wanted AHDs (Advanced Healthcare Directives) as well, but I have persuaded him to take a different course and add some non-binding directions to the EPGs, which are not so proscriptive. He also wants […]
Wills and Enduring Powers of Attorney
I provided some advice to a lady who is the enduring attorney for her mother. Her mother now has dementia. She wanted to change her mother’s Will because the 2 named executors are now deceased. Unfortunately there is no power under the EPA to alter the person’s Will and an application needs to be made to […]
Deceased Estates & Winding-up
I received an enquiry from lady whose father passed away 5 years ago, and despite obtaining probate nearly 5 years ago, the executor has done much nothing to wind up the estate. In particular, the executor has failed to lodge a transmission application to transfer the father’s house to his name, and has left it […]
Special Purpose Wills
We have been preparing some special purpose wills lately: Wills that make special provision for intellectually disabled children; and Wills that only allow the next generation to have the benefit of the income from the estate, with the capital going to the grandchildren. We have also prepared wills to give a schizophrenic son the benefit […]