People frequently ask whether or not they should use a professional trustee organisation to be either the executor for their estate or the trustee for any testamentary trusts established under…
Browsing CategoryStructures
What is a ‘gift and loan back’?
A gift and loan back arrangement allows the net equity in an asset to be securitised by a related entity for asset protection purposes. A diagrammatic overview can be shown…
A will does not equal an estate plan
A common thing we hear when asking if clients have an estate plan is ‘yes, I have a will.’ The reality is however that a will is just one element…