Case Studies

 

AS trust

She was 13 when her father died and, a few weeks later, her grandfather died. Grandmother had died earlier.  Under grandfather’s Will his estate was to be split equally between AS’s father and his two sisters. Since father had...

CJ deceased

CJ married a girl he had met at school, HJ. She was our client. Their marriage broke up when they were in their 30’s and divorce proceedings followed.  CJ died 8 years later.  Then HJ discovered that there had never been a decree...

PD deceased

She left a complicated, but very tax-efficient, Will that included two separate trusts each of which could last for 125 years, although she obviously expected the trustees to wind them up during her children’s lifetime.  The provisions...

T v S

Mr and Mrs T had two children. The son made his life outside the house, the daughter, with her husband, stayed behind and helped her parents in their hotel business.  The parents made Wills leaving the hotel to the daughter. Father...

Thorner v Major

David Thorner was a farmer who worked on Peter Thorner’s (his father’s cousin’s) farm for many years without payment. David was unmarried, Peter was widowed and childless.  One day, Peter handed over a life...