Administering Deceased Estates – A Summary (Part 1)

There is no doubt that attending to the administration of a deceased estate can be very challenging for an administrator /personal representative. Not only are there some difficult decisions to be made but the demands of beneficiaries who are often family members and...

Gift and Loan Back

A “gift and loan back” arrangement has been used by clients as a popular strategy to reduce the assets in their personal name. A gift and loan back arrangement involves an individual gifting their wealth to a de-risked related entity like a discretionary family trust....