by ADLV Law Team | 8 - Pass on your wealth (including EP)
As a professional adviser, you may have been instructed to manage personal wealth matters for clients in a way that benefits not only your client but also their families. Your client, like Mary, may have routinely provided regular financial support to their family – adult children, grandchildren, spouses, or even elderly parents. This support can be informal but deeply entrenched, often continuing for years.Â
But what happens when your client loses capacity, and their Enduring Power of Attorney (EPOA) takes effect?Â
by ADLV Law Team | 8 - Pass on your wealth (including EP), 9 - Deal with a deceased estate (Administration)
If you’ve made a Will or you’re responsible for administering someone else’s estate, you might be concerned about the possibility of a challenge. Will a disgruntled family member make a claim? Could it result in lengthy court proceedings or large legal bills?
by ADLV Law Team | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP)
Learn about Trust Succession and its crucial role in managing family wealth. Ensure your assets are properly protected and passed on.
by ADLV Law Team | 6 - Build and protect your wealth (including trusts), 8 - Pass on your wealth (including EP)
Understand the Super Proceeds Trust and how it ensures superannuation death benefits are distributed tax-efficiently.
by ADLV Law Team | 8 - Pass on your wealth (including EP)
Discover key aspects of superannuation and how to ensure your Binding Death Benefit Nomination is valid and effective.
by ADLV Law Team | 8 - 264, 8 - Pass on your wealth (including EP)
Discover the implications of double gifting in Wills. Learn how intentional clarity can avoid inheritance conflicts.
