testamentary trust

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  1. C

    SA Testamentary Trust

    If I leave a property to an under age grandchild in a testamentary trust, at what age does the property transfer to her if no age is stated in my will? Will title becoe theirs at 18 or 21?
  2. S

    TAS Change Trustee on Testamentary Trust

    My eldest sister passed away and stated in her will: “I appoint J be my executor and trustee. lf J is unwilling or unable to act as my executor and trustee I appoint S as my executor and trustee” J agreed to be executor and trustee. J finalised the will and created 2 testamentary trusts for...
  3. P

    VIC What Documentation is Required for the Removal of a Caveat?

    Titles office requests removal with a statement and evidence why it should be removed. The property is in my personal name and was purchased with funds borrowed by me in my sole name from my children's testamentary trust fund originating from my late parents. The trustee for the children's...
  4. P

    VIC How to Have Caveat Removed?

    The property was purchased in 2005, with funds from my father's deceased estate after his death that became funds of my children's Testamentary Trust (I have 4 children). At the time of purchase, my then husband and his financial advisor advised me to put the home in my name, not the...
  5. M

    QLD Has Terms of Testamentary Trust Been Broken?

    Before my mother passed away 2 1/2 years ago, rather than a standard will, she was advised to have a Testamentary Trust so as to protect her Estate from my ex-wife. We were recently separated at that time but our divorce has since been fully finalised. The Trust consists of her home as well as...
  6. M

    QLD Will Brother's Business Put Testamentary Trust at Risk?

    Myself and 2 brothers own a home which is part of a Testamentary Trust. The home is in a residential zoned area. One of my brothers who is the primary occupant in the house also operates a motorcycle repair/restoration business from the garage. The business is small and I am pretty sure it is...
  7. E

    Non-resident Beneficiary of Mum's Deceased Estate - Addressing a s 104-215?

    Hi, I grew up in Australia but moved OS a while ago and am a non-resident for tax purposes. My mum and 2 siblings still live in Australia and with my siblings, I am likely to be one of 3 main beneficiaries of my mum's deceased estate when she passes away. I was wondering if anyone can give me...
  8. J

    QLD Possible to Add Testamentary Trust After Death?

    Can anyone please tell me if a testamentary trust can be added after death? The deceased was advised by his financial adviser to add this trust, the Solicitor was also told that a testamentary trust should be added but it was never done. A beneficiary is currently bankrupt and would like to...
  9. P

    QLD Family Trusts and Testamentary Trusts in Wills

    Hello, My Husband and I are looking to revise our wills. We presently have assets (property and shares) in a Family Trust. We also own our Principal place of residence (held in joint names), superannuation, life insurance and cash, which we would look to will into a Testamentary Trust for our...
  10. Pong

    Mother's Estate - Issues with Executor of Will

    Hi, I'm on here asking some questions in regards to my Mothers estate. She died last year, in Perth, and her personal friend was names an the executor. Mum was a trustee of a Testamentary Trust at the time for her granddaughter. The executor claims that she is the Trustee of this trust fund...