Farida Isaji

Recent cases include:

• Case experience with estate planning for a business owner in the preparation of complex wills, business succession planning including the creation of discretionary trusts
• Advising and preparing wills for a ‘blended’ family to ensure children from separate relationships will inherit whilst ensuring that the survivor is protected during their lifetime and Inheritance Tax is mitigated
• Experience with preparing wills for a farming family to include gifts to farming and non-farming children and to achieve equity with the consideration of life policies and gifts of non-farming assets.
• Experience advising on lasting powers of attorneys for both property and financial affairs and health and care decisions to ensure that the authority to make decisions and manage clients’ affairs were given to the attorney of choice
• Advising on and preparing declaration of trusts for cohabiting partners together with wills to coincide with their intentions post death whilst protecting the survivor of them
• Experience with the preparation of deed of variation of a deceased’s estate to assist in the mitigation of Inheritance Tax and saving a considerable amount for the beneficiaries
• Advising on the preparation of wills where there was a need to consider cross border estates, Inheritance Tax, a potential claim against the estate under the IPFDA 1975 ACT and where there was a vulnerable beneficiary and the requirement to include a trust structure under the terms of the wills
• Advising an elderly client who had concerns regarding long term care planning and assisting them in their estate planning to achieve the desired outcome whilst protecting their security

• Full member of STEP (Society of Trusts and Estate Practitioners)
• Full member of the Association of Lifetime Lawyers