If a client has had a falling out with a child, spouse or relative and wishes to exclude that person as a beneficiary of an existing discretionary trust, the trustee’s motive may come under scrutiny, as happened in Schreuders v … Continued
Did you know that if you choose to have an appointor when establishing your discretionary trust, you also have the option of allowing for the appointor to be succeeded? If you choose this option, Castle can tailor a succession plan … Continued
New legislation has been introduced in Victoria (but not yet passed) which will severely restrict the rights of adult children and former spouses and domestic partners to challenge a will or testamentary trust. Widows, widowers, minor children and disabled children … Continued
Did you know that when you purchase a discretionary trust or unit trust from Castle, we provide a stamping service? For many years, Castle has been given authority from the State Revenue Office of Victoria to stamp deeds in-house. This … Continued
If you want to register a new company with the same name as your business name, it is important to note that the business name must be owned by a director or shareholder of the new company. Importantly, if the … Continued