Case Conundrums, David and Sarah Taylor
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.