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Estate Planning
2010
"The New Intestacy Law in NSW – What Your Client Needs to Know" by Kerstin Glomb
Kerstin Glomb is a solicitor at Argyle Lawyers specialising in the areas of estate planning and estate administration and she looks into the changes to intestacy law in New South Wales effective in March 2010. Intestacy law applies when a person dies without a valid will or one that doesn’t cover the whole of the their estate. In today’s world of multiple spouses and blended families, Glomb stresses how important it is for planners to ensure that clients have a valid will, especially when the new law comprises a risk that the estate is distributed in a manner which is not in accordance with their client’s wishes and expectations. This article is published in the The Australian Journal of Financial Planning.2007
"Alter Ego Trust Failure" by Peter Bobbin
This article reviews the recent successes of the courts in looking through a family discretionary trust and attaching assets to a person with the effect that claims against the person may then reach into the trust asset holdings. The solution? Respect your trust2005
"Discovering the true cost of infidelity" by Nabil Wahhab
For clients with a wandering eye, a cohabitation agreement may save them from financial strife. Argyle Partnership partner Nabil Wahhab explains the legal and financial implications for both the lover and the wandering spouse. This article originally appeared in Money Management’s "Argyle Advocate" column, 28 July 2005.2004
"Charitable Funds a Gift to Planners"
Prescribed private funds allow clients to retain control of their monies when gifting such monies to charities, as an alternative to the usual philanthropic vehicles. Solicitors Lisa Chambers and Paula Zammit explain the rules. This article originally appeared in Money Management’s "Argyle Advocate" column, 23 September 2004."Estate planning in family law: risk management"
Nabil Wahhab, recently acted in a family law matter in which a party died before the property settlement was completed. This case highlights the importance of ensuring clients are aware of the need to change their will after separation. Failing to do so can have serious consequences, not only for beneficiaries, but for the deceased's lawyers and financial advisers as well. This article was published in CCH on 1 October 2004.| All Publications | by Author |
