What is a Testamentary Discretionary Trust?
A Testamentary Discretionary Trust is a discretionary trust set up within a Will. ‘Discretionary’ means that the person or entity … Read more
A Testamentary Discretionary Trust is a discretionary trust set up within a Will. ‘Discretionary’ means that the person or entity … Read more
A superannuation death benefit is a payment to a dependent beneficiary or to the trustee of a deceased estate. The … Read more
When a testator dies in New South Wales, the executor of the estate applies to the Supreme Court of NSW … Read more
A deed of family arrangement legally changes the way a deceased person’s assets are divided between the beneficiaries. It can … Read more
A Trustee is a person responsible for administering a trust. If a Will contains within it or establishes a trust, … Read more
An executor or administrator is responsible for: This article outlines how to lodge a tax return for a deceased estate … Read more
If a family member has been left out of a Will or feels they have been inadequately provided for (adequate … Read more
Dying without a Will is known as dying intestate. This far from ideal situation is unfortunately quite common. If your … Read more
Determining if the deceased person held any shares In the course of ascertaining the deceased’s assets, keep a file of … Read more
Executor’s commission is seen as compensation for the “pain and trouble” an executor of a Will goes through in carrying … Read more