Case ConundrumWills, Children and Pets, Gifting

Case Conundrums, David and Sarah Taylor

November 2, 2022

David and Sarah are married, they have 2 children together and David has a child from a previous relationship.

 

They wish to appoint the same guardian for the 2 children they have together and a different guardian for his child.

 

They wish to appoint each other and your firm as Executors.

 

They also wish to appoint a replacement Executor.

 

David has some gifts he would like to include:

  • Gift of digital assets
  • Gift of intellectual property
  • Gift of money to nieces and nephews

 

David wishes to exclude one of his nephews as he has a drug problem. The residue is to be distributed between the spouse and the children.