Tuesday, September 26, 2023

Who should be appointed as an executor - Better the Devil you know(?)**

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Previous posts have considered some of the key questions to ask in any estate planning situation - the following View articles also set out ...
Tuesday, September 19, 2023

When is the right time** to get structuring of business assets right?

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Last week, we had a client wanting to revisit their business structure, and in particular, the decision to run all aspects of the business v...
Tuesday, September 12, 2023

Amending testamentary trusts: a non-zero possibility**?

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The ability to amend a testamentary trust after its establishment (and in particular following the death of the will maker) is an area of so...
Tuesday, September 5, 2023

Excepted trust income and ‘bare’** trusts

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A previous post has considered various aspects of the statement that ‘every will contains a testamentary trust’. One example of where basic ...
Tuesday, August 29, 2023

Get Up** to speed: companies acting as trustees of wills

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One issue that comes up regularly is whether a company can act as an executor and trustee of a will. While there are a number of issues that...
Tuesday, August 22, 2023

Trust closedowns**, or vesting (as the case may be)

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Following on from last week's post, in the case of winding up the trust due to a lost trust deed, some of the considerations a trustee s...
Tuesday, August 15, 2023

Lost trust** deeds and trust vesting

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If a trust deed cannot be found, commercially it can often be the case that the most responsible approach is for the trustee to wind up the ...