Janet Zuccoa
speaker
217 appearances
1 recordings
1 series
first heard Dec 2025
last heard 21 Dec
Janet Zuccoa’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
So, for example, you've got to take care as the insurer.
So you can't, for example, I don't know, light a barbecue in the middle of the lounge.
You've got to meet certain terms and conditions of the insurance policy.
So it's the same with trust.
If you're going to have a trust and it acts like an insurance policy for asset protection reasons, you've got to make sure it's run right.
So you can't just set it up, throw it in the bottom drawer and go, okay, I'm done now.
They forget to have annual trustee meetings, for example.
They forget to include the independent trustee until the 11th hour, until possibly maybe their solicitor says, well, have you spoke to the independent trustee about that?
And they don't do that at all.
And so those things really, they cause the trust, in my opinion, to lose integrity and
We don't put reasons in trustees.
You don't, okay.
But what we do do is the settler, that's the person that sets up the trust,
Well, often, well, usually, and sure all of my clients do, they write memorandum of wishes.
And those wishes, that's a document that acts a little bit like a will.
If the person's not around anymore, if they've departed planet terra firma, then the memorandum of wishes comes in place and it says, well, please, trustees, do all of these things with the assets that are in the trust.
Now, in that memorandum of wishes document,
you could indeed put the intention there of why you've set it up and what you want to happen to the asset.
So you could put that there if you wanted.
I suppose the answer is that
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