Pointon Partners Seminar: Discretionary trusts now not so discretionary Landmark Victoria Court of Appeal case

Please join us where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the case Owies v JJ Nominees Pty ltd [2022] VSCA 142 which dealt with: obligations on a trustee to inform itself as to the needs of beneficiaries; and consider those needs even If family circumstances break down. Our [...]

2023-05-15T09:30:21+10:00May 15th, 2023|Categories: Personal, Wills & Estates|Tags: , |

Estate Planning – Where the Will is not enough

When we are approached by a client to draft a will, they are often surprised by the number of questions that we ask them that help us determine what matters they will need to consider beyond the drafting of their will. We set out below a list of issues that [...]

Personal Law Webinar- Discretionary trusts now not so discretionary – Landmark Victoria Court of Appeal case

Please join us for our personal law webinar where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the recent case Owies v JJ Nominees Pty ltd [2022] VSCA 142 which dealt with: obligations on a trustee to inform itself as to the needs of beneficiaries; and consider those [...]

2022-08-31T23:48:07+10:00August 31st, 2022|Categories: Personal, Wills & Estates|Tags: , |

Testamentary Trust – What is it and should you use one as part of your succession plan

Estate and succession planning can be a crucial consideration at varying stages of your life as it plays an important role when you are starting a family, a business or where your personal, family or financial circumstances change. As you start thinking about protecting your wealth and provide for the ones [...]

2021-11-15T11:30:57+11:00November 15th, 2021|Categories: Wills & Estates|Tags: |

Life after COVID-19 Regulations cease: Will a remotely signed or witnessed legal document still be a valid document?

COVID-19 shaped our day-to-day lives including how we signed and witnessed our legal documentation. On 12 May 2020, the COVID-19 Omnibus (Emergency Measures) (Electronic Signing and Witnessing) Regulations 2020 (Regulations) were introduced enabling remote signing and witnessing of legal documentation via audio link and audio-visual link. Last October, these Regulations [...]

2021-04-23T09:47:15+10:00April 22nd, 2021|Categories: Wills & Estates|Tags: , |

6 Upcoming changes to Victoria’s medical decision-making laws

Background The Victorian Government has made significant changes to the legislation regulating Victoria’s medical decision-making laws, which are due to commence on 12 March 2018. These new laws can be found in the new Medical Treatment Planning and Decisions Act 2016 (Vic) (Act), which replaces the existing law around medical [...]

2018-08-23T15:18:26+10:00January 18th, 2018|Categories: Wills & Estates|Tags: , |
Go to Top