Fiduciary Duties When Investing Trust Funds – Your Rights and Responsibilities as Trustee

12/09/2022 Wills & Estates

Trustees hold a general duty to preserve the trust fund. Those who fail to satisfy this duty may find themselves personally liable for losses caused by their breach. But what…

5 Points to Consider when Appointing an Executor

23/08/2022 Wills & Estates

There are several factors a person needs to consider when deciding whom to appoint as the executor of their will. The decision should not be made hastily. An ill-fitting appointment…

Testamentary Trusts – What powers of the trustee are required?

06/06/2022 Wills & Estates

Every person has different circumstances whether it be their family members, the assets they own or control and the wishes they have for the future should they pass away. Like…

Rights to access a Will – Can I obtain a copy of a Will?

30/05/2022 Wills & Estates

The numerous films about estates have people believe that when someone dies, the family will be summoned to a meeting with a lawyer for the ‘reading of the Will’.  There…

Succession Planning for Blended Families

23/05/2022 Wills & Estates

The historical view of an “average” family  comprised of a husband and wife (one marriage only) and their natural born children (more commonly!). However, as society evolves, so too does…

Estate Claims – Family Provision

21/02/2022 Wills & Estates

What is a family provision claim? A family provision claim is also known as a “claim” or court proceeding for further entitlement from an estate, as “contesting a Will” or…