Special Disability Trusts: Avoiding Centrelink Deprivation Rules Unless you are specifically trying to avoid the Centrelink Deprivation Rules, a Special Disability Trust is often a complex administrative burden. A Special Disability Trust (SDT) is a creature of...
Your children-in-law know you have money Your child’s spouse knows your family has money. They wait. They tolerate the marriage a little longer. You die. Your child receives the inheritance. Then the separation starts. Without protection in your Will, your estate...
Protecting vulnerable children in Wills Training Course Building 3-Generation Testamentary Trust Wills online with Adjunct Professor, Dr Brett Davies FREE Start building for free Checklist Protecting a vulnerable child When you build your Wills on our website you are...
A ‘lost’ Will is not automatically a ‘revoked’ Will – lost vs revoked A Will is valid until the Will-maker intentionally revokes it. The Will-maker must be of sound mind to revoke a Will. A person holding a POA for the Will-makers cannot...
Family Trust succession planning Many assets do not go into your Will at death. These assets do not go into your Will: Joint tenancy Superannuation (unless you have a binding nomination) Cross-owned insurance Family Trust assets (except for loan accounts and Unpaid...
