by Cameron Shaw | Feb 2, 2018
To make a claim on an estate (a claim for “provision”) a person must first an “eligible person”. The definition of eligible persons set out in Succession Act 2006 (NSW), s 57, includes (perhaps obviously): the spouse of the deceased at the...
by Cameron Shaw | Nov 26, 2017
Do I need a discretionary family trust? What is a family trust? A family trust is a discretionary trust set up to hold the assets of a family or to run a family business. No two discretionary family trusts are the same, yet there are two overarching benefits in...
by Cameron Shaw | Apr 3, 2017
Obtaining Grant of Probate can be expensive. Not only is the lawyer’s fees for obtaining the Grant not insubstantial, there is also the application fee payable to the Supreme Court and the time taken to prepare the affidavit, file the notices and obtain the...
by Cameron Shaw | Feb 10, 2017
You can contest a will if you believe its terms do not treat you fairly. Perhaps you have not received what you believe to be a fair share of the deceased person’s estate or you have been completely omitted from the will. Although the deceased person may have...
by Cameron Shaw | Oct 19, 2016
A testamentary discretionary trust (TDT) is a special type of trust created within your will. The TDT is different from a typical simple will. In a typical simple will the bequests or gifts of the will are given directly to the beneficiaries (subject to any delay...
