wills and trusts

This tag is associated with 2 posts

Boys will be boys

When embarking on asset and estate planning, an important but often overlooked enquiry is as to how the next generation will manage the assets (and what those assets might be) and who sensibly should be in charge.  Consider the case of Frickleton v Frickleton. In this case one of four sons ends up as the sole executor … Continue reading

What a will can say about a trust

Two recent cases have highlighted the importance of ensuring that any person who disposes of assets onto trust should update their will to reflect the disposition, and if relevant link to the trust.  In one case the fact that assets purported to be bequested by will had previously been transferred to a trust was used in … Continue reading