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.