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The Professional Trustee Team

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Family Trust Gifting: A Gift for you

by The Professional Trustee Team 12 Mar 10

Hello Everyone (Free gifting promotion has finished) Well the New Year has well and truly started for us. In Trust Land we've conducted hundreds of Annual Trustee Meetings. Out of those ATM's we found a common issue arose – Gifting. So I thought I'd talk a..

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Annual Trustee Meetings (ATM): Explained

by The Professional Trustee Team 03 Feb 10

Hello Readers I hope you've enjoyed your Christmas break and are now fully rested, ready to tackle the New Year. Usually most of us have some spare time at the beginning of a new year and I recommend some of this time being used by..

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Christmas Message From The Professional Trustee

by The Professional Trustee Team 04 Dec 09

Christmas is always a time for celebration but in my book, it's also a time for reflection and some forward thinking. "What did the year bring and what will the New Year look like?" are often questions that cross my mind as I see one..

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Women And Money

by The Professional Trustee Team 24 Nov 09

In the last couple of weeks I've been honoured to be able to speak at a couple of events, attended exclusively by women. These events focused on issues relevant to women such as maintaining a "work-life balance".  I of course spoke about the issue of..

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Who's On Your Bus?

by The Professional Trustee Team 11 Nov 09

Life has a great way of teaching us lessons and one big lesson I've learned is this - if you get the right people on the bus, sitting in the right seats, life just flows a whole lot easier.  So, what's this lesson got to..

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Recession, Relationships & Family Trusts

by The Professional Trustee Team 14 Oct 09

Dear Clients & Friends, Recessions bring about all sorts of changes. For example, in the legal world  people stop purchasing houses, so lawyers often run out of conveyancing work. Conversely, money starts to get tight so people start to sue each other. This of course..

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Dad, Where's My Inheritance?

by The Professional Trustee Team 08 Sep 09

An interesting case has recently been handed down from the Courts. This case now provides Parents with the rights to strip their children of inheritances. The judgment goes against what was previously believed good law. To date, we have all thought that parents owe a duty..

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What’s Your Game Plan when YOU die?

by The Professional Trustee Team 20 Aug 09

Last week a friend of mine unexpectedly passed away. His passing left behind many family members and friends in great pain. It also resulted in quite a nightmare when it came down to dealing with his business and his personal assets. Since this is a..

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Family Trusts Explained

by The Professional Trustee Team 28 Jun 09

Everyone tells you to put your assets into Trust and they even tell you what benefits a Trust will bestow upon you but very rarely does anyone take the time to explain what a Trust actually is. Well this blog post is going to do..

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