What circumstances could make my estate complex?

There are many circumstances that can make your estate plan and Will complex and these can include:

  • Second or more marriages/relationships and children from each relationship;
  • Divorce;
  • The interplay between Family Law and Estates;
  • The interplay between Family Trusts, Self-Managed Superannuation Funds and Corporations and Estates;
  • Not including ‘provision’ for those who may be entitled by law to provision;
  • When a person who would otherwise be entitled to a provision in the estates, but has acted in a way that ‘disentitles them’ to provision;
  • Complex gifts;
  • Forgiveness of debts;
  • Disabled beneficiaries; and
  • Minor beneficiaries.

There are many more situations when specialised knowledge is required to ensure that proper provisions are made and your Wills and estate plan is considered carefully.

For any assistance in the creation of your Will with complex circumstances, contact our team of Penrith Estate Lawyers at Amanda Little today.
Complex Estates

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