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Posts by stokeslawyers

Special Disability Trusts

Providing long term for a disabled person also involves considering social security implications. A Special Disability Trust can enable a considerable financial provision to be made for a disabled person without impacting social security entitlements What is a special disability trust? A Special Disability Trust (SDT) is a trust established primarily for the current and…

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Responsibilities of an Executor

When it comes to being an executor there are things you should be aware of… …are there debts owing on the estate? …does the estate require a grant from the courts? …is the Will in order? …does your role cause a conflict of interest? In a rapidly ageing population, many people will have the experience…

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Should my will include a Testamentary Trust?

Besides simply having a ‘valid will’ there are many aspects of estate planning that the well-advised may want to be aware of… A Trust can save a significant amount of tax and help keep the estate ‘in the family’ for future generations. What’s in a will? Growing awareness around the importance of wills has led…

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10 Estate Planning Errors – That will cost your estate $$$$$

Estate planning is more than just wills… Many people are unaware that there are other documents and issues that may affect the end-of-life circumstances or even the distribution of select assets… Common ‘Epic Fails’ can be easily avoided with proper, specialist advice. Estate planning is a complex and specialised area of the law with many…

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Gift and Loan Back

Placing significant property in its own separate entity (like a company or trust) is a common and effective way to protect assets and manage risk.  It also gives the owner more options for managing the assets and estate planning. This can be easily done if the separate entity exists at the time of purchase.  It…

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