Estate Planning for Blended Families: Issues and Considerations

Posted: May 04, 2017 | Last Updated: September 11, 2020

In this whitepaper, Partners Nicole D.M. Hamilton and Howard Morry break down the intricacies involved in estate planning for blended families, emphasising the need for extensive planning in order to properly carry out the wishes of the individual planning their estate. Important distinctions and scenarios are explored in the context of legal cases, including: intestate succession, designating beneficiaries, and disputes around "adequate provision". Finally, an overview of estate planning tools as they apply to blended families, is discussed. Read "Estate Planning for Blended Families: Issues and Considerations" here.