MOIN MORRIS SCHAEFER
ESTATE PLANNING BULLETIN
Estate Planning Bulletin #1
3 March 2017
Detailed analysis of complex estate planning issues
Estate Planning Bulletin #2
1 May 2017
Special bulletin: SMSFs and asset protection
Estate Planning Bulletin #3
8 June 2017
Discretionary trust issues and informal wills
Estate Planning Bulletin #4
16 August 2017
Capacity and trust splitting
Estate Planning Bulletin #5
10 October 2017
Testamentary trust control and family provision claims involving bare paternity
Estate Planning Bulletin #7
28 May 2018
Estate Plans and proposed changes to legislation relating to powers of attorney and enduring guardians
Estate Planning Bulletin #9
28 August 2018
Firm update, Wills in a Technological Age and estates that are "Accidentally British".
Estate Planning Bulletin #6
7 Febuary 2018
Foreign/international Wills and drafting issues for specific gifts
Estate Planning Bulletin #8
June 2018
Downsizing and estate planning, limits on family provision claims and the place for informal Wills.
Estate Planning Bulletin #10
13 February 2019
Firm update, options for blended families, misconceptions and family provision and lost Wills
Estate Planning Bulletin #11
10 April 2019
Absolute and Unfettered Discretion? (Re Marsella) Generous Attorneys, and Judicial Guidance for SMSFs!
Estate Planning Bulletin #12
10 September 2019
Trump is out to get you, Statutory Wills and Estate Planning - Whose job is it anyway?
Estate Planning Bulletin #13
14 February 2020
Hand amendments to Wills - Please no, and PCG, CGT & ATO - making life easier for accountants and advisors
Estate Planning Bulletin #14
8 May 2020
Family Court's latest brush with testamentary trusts, Breach of obligations and life interests & new stamp duty ruling for deceased estates
Estate Planning Bulletin #15
20 August 2020
Goldilocks Testamentary Trusts, Reimbursement agreements and testamentary trusts & Amendments to s102AG and testamentary trusts
Estate Planning Bulletin #16
21 October 2021
Corporate Appointors, Gift & Loan Backs & waiving limitation periods
We stand by all of the legal information on our website. However it is important to understand that it is not legal advice for you. Advice must be tailored to your circumstances, and every client’s circumstances are unique. If you try to apply the above information to your circumstances it may not lead to the outcome you seek. We would be most happy to provide tailored advice for you suited to your circumstances.
