Partners Scott Hay-Bartlem and Hayley Mitchell has been recognised by Doyle’s Guide as leading Queensland Wills, Estates & Succession Planning Lawyers for 2022. Hayley was also recognised in the list of leading Queensland Wills & Estates Litigation Lawyers for 2022.
The decision of the Queensland Supreme Court in Re Permewan (No 2) that a gift and loan back arrangement was invalid and unenforceable raises many questions for advisers and clients, including whether the gift and loan back is still a viable asset protection and estate planning strategy.
In this week’s edition of ‘It depends’, senior associate Steven Jell looks at the difference between a super member benefit and a superannuation death benefit.
In this edition of ‘It depends’, senior associate Steven Jell looks at recent developments regarding gift and loan back strategies.
In this edition of ‘It depends’, partner Hayley Mitchell talks about whether you should have one or more testamentary trusts in your Will.
In this episode of TaxLand, Fletch Heinemann and Sarah Lancaster discuss tax issues for deceased estates and testamentary trusts, including the Commissioner’s discretion to tax testamentary trusts and deceased estates under section 99 rather than section 99A. Travel to TaxLand with us to learn more.
In this edition of ‘It depends’, partner Hayley Mitchell talks about whether a person can make a Will if they are incapacitated.
Why do you need a Will, and can you make your own? In this edition of ‘It depends’, partner Hayley Mitchell talks about Wills.
In this edition of ‘It depends’, lawyer Sacha Robinson considers the question ‘Can I change the appointor of my trust?’
In this edition of ‘It depends’, partner Hayley Mitchell talks about what an informal Will is, what the process is for proving one and what you should do if you find a document that might be an informal Will.
Effective as of 16 February 2022, Scott will bring a wealth of knowledge and experience to the role of Chair, having practised in SMSF law for nearly three decades.
In this edition of ‘It depends’, senior associate Steven Jell talks about setting up a testamentary trust.