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28 November 2019

Association of Independent Retirees (Northern Tasmania)

Sam McCullough

Senior Associate

Estate and Trust lawyer Sam McCullough  (https://www.simwolf.com.au/people/sam-mccullough/) gave his annual presentation to 25-30 members of the Investment Discussion Group of the Association of Independent Retirees (Northern Tasmania) in Launceston last Friday.

Sam’s presentation this year looked at some of the more colourful Will and Estate cases from Tasmania and around Australia over the last year.  Sam also gave members an overview of recent Tasmanian reviews into the operations of the Guardianship and Administration Board, and into whether Tasmania should extend claims against estates to “notional estate”, including assets gifted by the deceased during their life.

Cases from around Australia included the estate of author Colleen McCullough (no relation…!), a bitter dispute between siblings as to what should be done with their father’s ashes, and a tragic case of what entitlement a son found not guilty by reason of insanity of the murders of his parents should receive from their estates.

Sam also drew the 2019 Simmons Wolfhagen Investment Discussion Group Raffle, with three lucky winners taking home a dinner voucher for popular Launceston restaurant Cataract on Paterson, and two bottles of “Hughes & Hughes” wine from leading Tasmanian winemaker Jonny Hughes (www.mewstonewines.com.au)

Simmons Wolfhangen has recently merged with established Launceston firm Cormiston Legal, and now have a truly statewide service offering.   Their fully staffed Launceston offices are now at 45 Cameron Street, Launceston.   Sam is available to see AIR clients wishing to review or update their Estate Planning by appointment in Launceston, and Simmons Wolfhagen also offers a full range of lawyers and legal services across Tasmania.

The Association of Independent Retirees Ltd (AIR) is a national not-for-profit, non-party political volunteer organisation, formed in 1990.   AIR represents the interests of self-funded retirees.   Members are Australian residents who intend to be or are fully or in part self-fund their retirement.   AIR’s aim is to advance and protect the interests and independent lifestyle of Australians in or approaching retirement.   For more information about AIR see www.independentretirees.com or their Facebook page https://www.facebook.com/independentretirees/.

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