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  1. Terry_w

    An Interview with LeoT

    Sounds like you have a little knowledge which is very dangerous in this situation. What 3 year threshold are you talking about? Transfer of property 3 years before death probably. But having a power of appointment over a trust is enough for the trust assets to be 'attacked' no matter how long...
  2. Terry_w

    An Interview with LeoT

    Yes great interview Leo, i enjoy your posts too. And if you are still single with no kids who will you leave the empire to?
  3. Terry_w

    An Interview with LeoT

    Have you heard of 'notional estate orders' under the Succession Act in NSW? Trust assets can be divied up on death if an eligible person makes a claim on your estate and your personal assets are not enough to satisfy the claim. Also you have to consider protection from beneficiary attack...
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