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 [...]
Estate Planning in a Digital World
In this highly digital world in which we live, the use of digital assets and records has become part of our way of life, and their importance in business and our personal lives has increased. However, have you ever thought about what happens to these [...]
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 [...]
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 [...]
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 [...]
Personal Law Webinar
On 14 July 2021, members of our Personal Law team presented a webinar on the following topics: - Medical and Financial Decisions - Planning for who makes the Decision when you can't. - The Role of an Executor - What you should know. The webinar [...]
Reviewing your Will – How often should you do this and why.
As most of us would agree, life moves very quickly and our circumstances change all the time especially in recent times due to the COVID-19 pandemic. Given this, we tend to forget or delay reviewing our Wills and updating them to reflect any changes in [...]
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 [...]
Importance of Sole Company Directors having a Will
Are you the sole director or shareholder of a company? If so, do you have a Will? You should be aware that if you are the sole director & shareholder of a company and die without a Will, the company will be unable to be managed [...]
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 [...]