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Ogier | Guernsey | 13 Dec 2022
Families investing in the future: the Guernsey Private Wealth team look ahead
Ogier was proud to be a headline sponsor for this year's We are Guernsey Private Wealth Forum. This year's topic, Families Investing in the Future…
Wilmer Cutler Pickering Hale and Dorr LLP | USA | 13 Dec 2022
Rulemaking To Update Land-Into-Trust Process For Tribes And Individual Indians
On December 5, 2022, the Interior Department’s Bureau of Indian Affairs (BIA) published proposed revisions to 25 C.F.R. Part 151—the regulations…
Holding Redlich | Australia | 18 Sep 2022
Recent Victorian Court of Appeal decision a warning to trustees of discretionary trusts
In Owies v JJE Nominees Pty Ltd [2022] VSCA 142, the Victorian Court of Appeal has recently ordered the removal of a trustee from a family…
Kalus Kenny Intelex | Australia | 7 Jul 2021
Blended Families and Family Trusts
Continuing the Blended Families Series, another way assets can be protected is through the use of trust. Family discretionary trusts have become a…
Birketts LLP | United Kingdom | 7 May 2021
What rights does a beneficiary of a Discretionary Trust actually have?
Although, to some, this can appear an unattractive and absurd model, settlors seeking to prepare for the unknown future needs of their beneficiaries…
Logie-Smith Lanyon Lawyers | Australia | 12 Mar 2020
Trustee purchasers of residential property beware - you may be liable for foreign purchaser additional duty
From 1 March 2020, the Victorian State Revenue Office (SRO) will no longer apply the practical approach in respect of discretionary trusts for the…
Corrs Chambers Westgarth | Australia | 8 Apr 2019
‘We’ll cut you some slack’: Recent FWC decisions demonstrate a willingness to overlook minor errors in agreement-making
A number of recent decisions demonstrate the kind of errors in the agreement-making process thatthe Fair Work Commission (FWC) is willing to overlook…
Torkin Manes LLP | Canada, USA | 28 Mar 2019
Discretionary trusts prove problematic when it comes to dividing assets
Many Canadian families with a moderate degree of wealth create a family trust. A common type of trust names a parent or an adult child as a trustee…
Barry Nilsson | Australia | 12 Mar 2019
Duty of care not breached and the wrist is history
The ACT Supreme Court has found that a Plaintiff’s injury during an “aerial sling” exercise class was not the result of negligence by employees of…
Blaney McMurtry LLP | Canada, USA | 8 Mar 2019
Family trusts: Weighing the true value of a discretionary interest
The starting point is whether a beneficiary spouse’s interest in a discretionary family trust constitutes “property” pursuant to the Act’s provisions…
