EPISODE · Jun 1, 2026 · 31 MIN
#87 Caldwell & Caldwell - The Appeal
from The Art of Estate Planning Podcast · host Tara Lucke
In this special update to our series on the family law protection of discretionary trusts and testamentary trusts, I revisit the Caldwell & Caldwell decision following the successful appeal. Back in 2025, the original trial decision attracted significant attention when a group of long-standing family trusts were found not to form part of the matrimonial property pool. The appeal court has now overturned that decision — but does this actually change the law around trust protection? Read the decision here
Embed this episode
Ready to play
#87 Caldwell & Caldwell - The Appeal
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.