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I am a director of a family trust I have never been to a
I am a director of a family trust I have never been to a directors meeting my sister is the other director and she hates me !, the accountant has sent me my tax lodgement which I did not know had been… read more
Leon
Leon
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Master's Degree
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My brother and sister are secondary beneficiaries of the
My brother and sister are secondary beneficiaries of the family Trust. The two trustees asked that they see a financial planner before deciding to give them any money. There are no primary beneficiari… read more
Leon
Leon
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Master's Degree
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Have the Commonwealth Bank refusing to give details of an account
Have the Commonwealth Bank refusing to give details of an account that was set up in her name as a trust account by her aunt. Both names are XXXXX XXXXX and it was a settlement cheque that went into i… read more
Leon
Leon
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my sister & I are joint power of attorney for my father, who
my sister & I are joint power of attorney for my father, who she has placed in a nursing home because as he has dementia. I have lived with my father all my life & have been his main career. As power … read more
Sean
Sean
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Bachelor of Law with First Class Honours
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My mother-in-law owns the home which we rent from her by paying
My mother-in-law owns the home which we rent from her by paying the mortgage. This property will be left to us in her will and we will find our own finance. We are not on the title. We are wishing to … read more
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Leon
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My elderly uncle has an intellectual disability, autism and
My elderly uncle has an intellectual disability, autism and profound deafness, and lives in supported residential accommodation. His brother (my father) and sister (my aunt) have no contact with him e… read more
Brisbane-Lawyer
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Alex, We have mediation this week.We have a lot of evidence
Alex, We have mediation this week.We have a lot of evidence against my husband's brother in regards ***** ***** spending money from the fathers estate, at least $25K and $54K transferred and unaccount… read more
Leon
Leon
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Hello My uncle has been holding money in trust for my father
Hello My uncle has been holding money in trust for my father (as set out in my grandmother's will). My father is suffering a terminal illness and requires a will. My uncle has told me there is no mone… read more
Leon
Leon
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Master's Degree
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My father does not receive a trust distribution. I assume this
My father does not receive a trust distribution. I assume this is at the discretion of the current trustees.Money is periodically transferred to his account , the transaction is listed as "drawings".I… read more
Leon
Leon
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Master's Degree
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The 4 executors knew one was terminally. During the 5 months
The 4 executors knew one was terminally. During the 5 months before she passed away I had written numerous letters to the solicitor for the estate and my co executors appealing to them to finalize thi… read more
Leon
Leon
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Master's Degree
32,717 satisfied customers
My Father died about 12 months ago. There are 4 executors
My Father died about 12 months ago. There are 4 executors including myself. One executor has died. The accountant is one of the executor's son. Most of the money has been distributed by him. I have as… read more
Leon
Leon
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Master's Degree
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Hi Leon I gather your credentials cover Estate as well as
Hi Leon I gather your credentials cover Estate as well as Tax law so I have another question in relation to my mother's Estate. Her Will established Testimentary Trusts for both my sister and myself. … read more
Leon
Leon
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Master's Degree
32,717 satisfied customers
Tranfer from one trust to another,is there capital gains tax
My father passed away in 2009 leaving me executor & beneficiary along with my 2 sisters. I was advised in writing by lawyer that i could distribute estate into the 3 testamentary trusts before the 1 y… read more
Leon
Leon
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Master's Degree
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Hello My Father passed away this year. He was named in my
Hello My Father passed away this year. He was named in my grandmothers will as a 50% beneficiary along with his sister who would claim the other half. Unfortunately, my grandmother died within months … read more
Leon
Leon
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Master's Degree
32,717 satisfied customers
Hi, at work a couple of days ago, during smoko, i logged on
Hi, at work a couple of days ago, during smoko, i logged on and visited my works superannuation fund website for a performance update. We are allowed to do this. I transfered the information gained to… read more
Leon
Leon
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My father is 81 yrs old, my 3 adult children and my sister
My father is 81 yrs old, my 3 adult children and my sister have opened an account in my sisters name, I have suggested to my sister to agree to signing an agreement to protect our rights as beneficiar… read more
Brisbane-Lawyer
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A Trust fund was set up for me in England when I was 6 years
A Trust fund was set up for me in England when I was 6 years old with Barclay's Trust as my trustees and fathers solicitor back in 1960s. This was set up by my late father., When we came to Australia … read more
Leon
Leon
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Master's Degree
32,717 satisfied customers
My wife is one of 8 beneficiaries in the wills of an uncle
My wife is one of 8 beneficiaries in the wills of an uncle & aunt. The wills stipulated that a surviving sister was to receive the income from the estate's investments for her life and after her decea… read more
Leon
Leon
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Master's Degree
32,717 satisfied customers

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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