Wills & Estate Planning

Wills, Probate, Testamentary trusts

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  1. 1stepcloser

    Will

    1stepcloser, 18th Mar, 2021
    Replies:
    1
    Views:
    1,385
    Paul@PAS
    18th Mar, 2021
  2. Aspirant

    The practicals of creating a DTT

    Aspirant, 31st Oct, 2020
    Replies:
    14
    Views:
    1,782
    Terry_w
    26th Feb, 2021
  3. JohnPropChat

    The 4 Asset Silos

    JohnPropChat, 25th Feb, 2021
    Replies:
    7
    Views:
    1,340
    Terry_w
    25th Feb, 2021
  4. Terry_w

    Legal Tip 332: Why the initial trustee of a Testamentary Trusts is not usually a company?

    Terry_w, 25th Feb, 2021
    Replies:
    0
    Views:
    979
    Terry_w
    25th Feb, 2021
  5. Terry_w

    Legal Tip 172: Who will look after your minor children if you die?

    Terry_w, 24th Jan, 2018
    Replies:
    5
    Views:
    2,633
    Paul@PAS
    22nd Feb, 2021
  6. Property Guts

    The defacto, the dad, the will and the reverse mortgage...

    Property Guts, 17th Jan, 2021 ... 2
    Replies:
    24
    Views:
    3,452
    Joynz
    11th Feb, 2021
  7. Terry_w

    Legal Tip 329: Who Pays Debts of a Person that Dies?

    Terry_w, 9th Feb, 2021
    Replies:
    8
    Views:
    1,740
    jaybean
    10th Feb, 2021
  8. Terry_w

    Legal Tip 325: Joint Offset Accounts and Death

    Terry_w, 1st Feb, 2021
    Replies:
    0
    Views:
    1,372
    Terry_w
    1st Feb, 2021
  9. luke83

    Property Transfer before death

    luke83, 29th Sep, 2019
    Replies:
    12
    Views:
    2,978
    MWI
    21st Jan, 2021
  10. Terry_w

    Legal Tip 200: The 3 Contingences to Plan for with Wills

    Terry_w, 14th May, 2019
    Replies:
    10
    Views:
    1,850
    Terry_w
    9th Jan, 2021
  11. Gangadhar Josyula

    Transfer of investment property via a will to a family trust

    Gangadhar Josyula, 20th Dec, 2020
    Replies:
    2
    Views:
    1,468
    Terry_w
    20th Dec, 2020
  12. Terry_w

    $10mil left to neighborhood in will

    Terry_w, 10th Dec, 2020
    Replies:
    7
    Views:
    2,331
    datto
    11th Dec, 2020
  13. Millie

    Willing to a Super fund

    Millie, 13th Nov, 2020
    Replies:
    13
    Views:
    1,679
    Millie
    16th Nov, 2020
  14. Terry_w

    Legal Tip 315: Estate Planning Consequences of Recording Beneficial Ownership Wrongly 2

    Terry_w, 22nd Oct, 2020
    Replies:
    1
    Views:
    1,190
    Paul@PAS
    16th Nov, 2020
  15. JasonC

    Equalizing Will to account for CGT?

    JasonC, 3rd Nov, 2020
    Replies:
    4
    Views:
    1,235
    Terry_w
    4th Nov, 2020
  16. qak

    Estate (NSW) - distribution, sale or appropriation.

    qak, 2nd Nov, 2020
    Replies:
    7
    Views:
    1,001
    qak
    2nd Nov, 2020
  17. coins

    Changed Will overturned by court - Article

    coins, 28th Oct, 2020
    Replies:
    7
    Views:
    1,415
    Stoffo
    29th Oct, 2020
  18. Terry_w

    Legal Tip 164: How often should wills be reviewed?

    Terry_w, 4th Aug, 2017
    Replies:
    2
    Views:
    2,663
    Paul@PAS
    28th Oct, 2020
  19. Terry_w

    Legal Tip 313: Estate Planning Consequences of Recording Beneficial Ownership Wrongly

    Terry_w, 14th Oct, 2020
    Replies:
    0
    Views:
    1,146
    Terry_w
    14th Oct, 2020
  20. Terry_w

    Legal Tip 310: Death without Divorces Formalised

    Terry_w, 8th Oct, 2020
    Replies:
    1
    Views:
    1,645
    Paul@PAS
    8th Oct, 2020
  21. Terry_w

    Legal Tip 301: When Not to Have your Super Paid to the Estate on Death

    Terry_w, 26th Aug, 2020
    Replies:
    1
    Views:
    1,813
    Paul@PAS
    7th Sep, 2020
  22. Terry_w

    Legal Tip 191: Testamentary Trusts and Bucket Companies

    Terry_w, 4th Feb, 2019
    Replies:
    9
    Views:
    4,750
    Paul@PAS
    21st Aug, 2020
  23. Dogby

    Executers of a trust dont agree

    Dogby, 19th Aug, 2020 ... 2 3
    Replies:
    53
    Views:
    3,159
    wylie
    21st Aug, 2020
  24. Terry_w

    Legal Tip 207: Bucket Companies and Death

    Terry_w, 3rd Jun, 2019
    Replies:
    4
    Views:
    2,193
    Paul@PAS
    18th Aug, 2020
  25. Mill

    Family Wealth Structure

    Mill, 29th Mar, 2020
    Replies:
    9
    Views:
    2,721
    Terry_w
    10th Aug, 2020
  26. newfound

    Passing assets to the kids

    newfound, 25th Jul, 2020
    Replies:
    3
    Views:
    1,838
    Terry_w
    25th Jul, 2020
  27. Terry_w

    Legal Tip 66: Why should I have a will?

    Terry_w, 23rd Aug, 2015
    Replies:
    14
    Views:
    4,036
    Terry_w
    22nd Jun, 2020
  28. Clancy

    Questions re Inheriting Investment Property ?

    Clancy, 14th Jun, 2020
    Replies:
    14
    Views:
    1,928
    Clancy
    21st Jun, 2020
  29. Terry_w

    Legal Tip 292: How to Leave your Super to a Friend on death

    Terry_w, 19th Jun, 2020
    Replies:
    1
    Views:
    1,178
    Paul@PAS
    19th Jun, 2020
  30. denden88

    Best way to protect family wealth

    denden88, 16th Jun, 2020
    Replies:
    14
    Views:
    2,160
    Terry_w
    17th Jun, 2020
  31. Terry_w

    Legal Tip 291: What Happens if a Will is Destroyed after Death?

    Terry_w, 16th Jun, 2020
    Replies:
    8
    Views:
    1,261
    balwoges
    16th Jun, 2020
  32. LATS

    Think about the children!... what to do with our properties

    LATS, 4th Jun, 2020
    Replies:
    19
    Views:
    2,376
    Terry_w
    5th Jun, 2020
  33. darrelj

    Can I Transfer IP with a mortgage to daughter

    darrelj, 2nd Jun, 2020
    Replies:
    4
    Views:
    1,260
    Peter_Tersteeg
    2nd Jun, 2020
  34. Terry_w

    Legal Tip 285: Funeral and Burial Disputes

    Terry_w, 6th May, 2020
    Replies:
    2
    Views:
    1,724
    Paul@PAS
    7th May, 2020
  35. Terry_w

    Legal Tip 284: Do Young People Need Wills?

    Terry_w, 4th May, 2020
    Replies:
    0
    Views:
    1,198
    Terry_w
    4th May, 2020
  36. shelleykins

    Interest rate when borrowing from a DTT

    shelleykins, 3rd May, 2020
    Replies:
    5
    Views:
    729
    Terry_w
    3rd May, 2020
  37. Terry_w

    Legal Tip 283: Do you have to accept a gift from a will?

    Terry_w, 2nd May, 2020
    Replies:
    0
    Views:
    1,011
    Terry_w
    2nd May, 2020
  38. Terry_w

    Legal Tip 281: Broken Promises and Wills

    Terry_w, 23rd Apr, 2020
    Replies:
    0
    Views:
    1,141
    Terry_w
    23rd Apr, 2020
  39. Jane56

    Insurance and Wills if in complicated marriage

    Jane56, 14th Apr, 2020
    Replies:
    3
    Views:
    1,822
    Terry_w
    14th Apr, 2020
  40. Anthony416

    CGT and Estate property

    Anthony416, 1st Apr, 2020
    Replies:
    14
    Views:
    2,584
    Paul@PAS
    2nd Apr, 2020
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