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Wealth, Tax & Estate Planning Newsletter: March 2017

Newsletter 01 March 2017

Welcome to the TressCox Wealth Tax & Estate Planning Newsletter!

John F. Kennedy famously said “Change is the law of life. And those who look only to the past or present are certain to miss the future.” The digital world is upon us and the law has to move swiftly to catch up. What happens to your photos on Facebook when you lose capacity or die? How do you manage your passwords? The article by Christine McPhillips explains the issues.

In the second part of the newsletter the article by Matthew Payne and David Fechter is on a highly relevant topic to most of our clients - asset protection provided by trusts and how best to structure them.

Finally, an article by Matthew Payne and Megan Priestley looks at a surprising outcome of a case recently heard (the Lodin Estate) which involved an ex-spouse with financial arrangements settled still being able to successfully claim under family provision legislation. This will have significant impact on advice given by family and estate planning lawyers.

Michael Henley, Partner and Wealth, Tax & Estate Planning Team Leader
Sydney

In this issue:

 

 

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Newsletter 01 March 2017
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