With the aging population, conflicts of interest arising particularly in relation to the use of an enduring power of attorney ( EPA ) a...

In any asset protection exercise, the impact of the 'clawback' rules under the bankruptcy legislation needs to be carefully con...

Recent posts have looked at various aspects of the 'gift and loan back' strategy (see http://mwbmcr.blogspot.com.ar/2014/03/lea...

Today's post looks at the creation of a life interest in a residential property under a will. Traditionally, life estates were ...

With thanks to co View Legal director Tara Lucke, this week’s post looks at the widely publicised High Court judgment of Stanford v Stanford...

As set out in earlier posts, and with thanks to the Television Education Network, today’s post addresses the issue of ‘What roles do ‘quasi-...

As set out in earlier posts, and with thanks to the Television Education Network, today’s post addresses the issue of ‘what are the tax con...

Following last week's post, an adviser contacted me to relay a critical issue to keep in mind whenever looking to move an asset (such as...

Last week we were walking through an asset protection exercise with a business owner and one of the recommendations was that the family home...

Two weeks ago, we touched on a situation where the gifting of a family home was potentially exposed under the bankruptcy clawback rules. As ...

Last week, I was reminded about the importance of proper planning when implementing asset protection strategies. The particular scenario inv...