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14 results
Keeping it in the family: asset protection, succession planning and bankruptcy

Private Clients| 22 Oct 2020

Keeping it in the family: asset protection, succession planning and bankruptcy

Bankruptcy concerns are becoming very real for many clients in the succession planning space. Fortunately, there are strategies you can put in place to limit the exposure of your assets to creditors both during your lifetime and on your death.

Do you have a client who is a member of the Bank of Mum and Dad?

Private Clients| 15 Sep 2020

Do you have a client who is a member of the Bank of Mum and Dad?

We have had many recent enquiries where Mum and Dad have been asked to act as guarantors for a loan. We highlight the potential asset protection benefits of your clients formally loaning, as opposed to gifting, money to their family ...

Is your estate still worth what you think it is?

Private Clients| 25 Aug 2020

Is your estate still worth what you think it is?

With the current economic volatility, it is important for clients to consider how changes in asset values may impact on their estate plan.

Succession plan still in shape?

Private Clients| 11 Aug 2020

Succession plan still in shape?

We have seen increasing numbers of clients with succession plans that have become outdated, or with particular aspects that require careful attention and revision, due to changes in circumstances. Our Private Clients team has put together five key 'circuit breakers' ...

COVID-19: Supreme Court direction to approve QLD Wills witnessed virtually by a lawyer

Private Clients| 11 May 2020

COVID-19: Supreme Court direction to approve QLD Wills witnessed virtually by a lawyer

By James Whiley  The Chief Justice of the Supreme Court of Queensland has issued Practice Direction No. 10 of 2020 which allows the registrar of the Court to accept as a formal Will, what would ordinarily amount to an informal Will if ...