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In Baker v Humphreys Mr Baker sought orders confirming his appointment as sole trustee and vesting trust property in him. The background details need consideration to put the application into context. These are summarised as: By the time Sheila lost capacity the Trusts Act 2019 had come into effect. Section 104 of the Trusts Act … Continue reading
Aaron Adams Trustee Ltd v Jones relates to an application for blessing order to distribute the assets of a substantial discretionary trust for the benefit of persons and charities who were not previously named as beneficiaries of the trust. By way of background: The Trustee has sought directions, notwithstanding that there is no live dispute. … Continue reading
Effective 1 July 2026 the thresholds that apply to residential care subsidy (RCS) applications have been updated. The assets limits for the 65 + demographic are now: The gifting limit for the five-year period before an RCS application is now $8,500 per annum. This means that the threshold for allowable gifts during the gifting period … Continue reading
Matters of Trust 