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 […]
“Britney-Spears” Type Trusts
I saw a client who would like a Will with gifts given pursuant to the terms of a discretionary testamentary trust, which enables income and capital to be distributed to not only the primary beneficiaries, who are her children, but also their family and companies and related trusts. For some very good reasons, the trusts […]
Wills with Tax Benefits
We have been finalising wills for a couple with a large combined estate, however, the wife will not have much in her estate if she pre-deceases her husband, because most of her assets are in super. We have worded her will such that, if her husband survives her, even by 5 minutes, all of her […]