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The harsh reality of math of asset and estate planning is that sometimes 3 into 1 just will not fit. Consider Talbot v Talbot. The residual estate comprised: 1 farm interest worth approximately $4m $2m cash, and 3 beneficiaries. One son had worked on the farm from the age of 17. The two daughters enjoyed a … Continue reading →
Writing a will is in large part a leap of faith. The will-maker’s wishes may be clear and objectively reasonable, for example providing for a spouse or partner on the expectation that children will be provided for when the surviving spouse or partner dies. However, if on or more of the children are unhappy with the … Continue reading →
Matters of Trust