Season 12: Succession planning for blended families

 

Our Private Clients experts discuss succession planning issues for blended families, including using testamentary trusts and mutual wills, how to deal with super and the effects of marriage, separation and divorce.

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Change of relationship status: legal issues to consider

Janene Bon and Claire Hawke-Gundill discuss the effect of a change of relationship status, such as entering a de facto relationship, marriage, separation and divorce, on succession planning and outline some implications and actions for people to consider.

Superannuation and blended families

Laura Hanrahan and Janene Bon discuss superannuation considerations for blended families, outlining the strategies required to ensure a person’s wishes regarding their superannuation will be carried out after their death.

Mutual wills

Juliet O’Brien and Laura Hanrahan discuss mutual wills. When are they a useful strategy for estate planning for blended families and what are some of the disadvantages?

Succession planning challenges

Juliet O’Brien and Laura Hanrahan discuss the additional challenges for succession planning for blended families, especially if there are family assets to pass on, and why it’s vital to properly consider the succession planning.

Key contacts

With over 15 years' experience, private clients lawyer Juliet, specialises in helping clients in estate and succession planning.

More about Juliet

Laura works with families to provide tailored personal and business succession solutions, including drafting complex wills, testamentary trusts, enduring powers of attorney, and more.

More about Laura

Janene practices in the areas of Estate Planning, Business Succession, Trusts, Superannuation, Probate and Estate Administration.

More about Janene

Claire is a private clients lawyer with more than 10 years’ experience specialising in wills and estates.

More about Claire

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