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Impending 31 December 2020 deadline for changes to Discretionary Trusts

26 October 2020 | Estate Planning |

If you are a trustee or beneficiary of a discretionary trust that owns property in NSW, your trust deed may require amendments that exclude ‘foreign persons’ as beneficiaries by 31 December 2020 to avoid additional surcharges.

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Covid-19 Update – New rules for signing your Will and Power of Attorney

23 April 2020 | COVID-19 |

The NSW Government have brought regulations to remove the requirement that a witness be physically present when witnessing the execution of certain documents.

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Foreign Beneficiaries in a Discretionary Trust

10 December 2019 | Legal Developments |

Many discretionary trusts have wide pools of potential beneficiaries as to both income and capital of the trust.
Strictly speaking, the very …

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Inheritances and “problem” beneficiaries

28 June 2019 | Estate Planning |

What do I do if I am concerned about leaving an inheritance to a “problem” beneficiary? In this article Tim Donlan considers this problem and offers some possible solutions.

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