Harry's StoryPhillip Hewitt 26/06/2023
Our Private Clients Team is regularly involved in complex Wills and Estate matters. For our clients in their 70s and 80s, we are often asked about decisions that were made in the 1970s and 1980s concerning business structures; the impact of those structures on superannuation and family business arrangements; and whether existing will and estate arrangements “will work”. In this article Phil Hewitt provides a case study of the types of issues that may impact this type of client. We hope a narrative explaining the evolution of a typical estate scenario, coupled with Phil’s observations and solutions or alternative approaches to issues arising, may assist our clients.