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Trusts & Estates - Family Law: Trusts & Inheritances

Published on 07 Sep 2011 | Took place at RACV Club, Melbourne , VIC

This event was a must for anyone who helps clients establish trusts or who advises on estate planning. When setting up discretionary trusts or testamentary trusts, clients invariably ask whether their plans can be derailed by the Family Court following the break-down of a beneficiary's relationship.

This event looked at recent Family Court decisions which give critical insight into the Family Court's current approach to dealing with family and testamentary trusts, as well as its treatment of inheritances generally.

Individual sessions

Family law: Trusts & inheritances

Author(s):  Monica Blizzard

This paper covers:

  • what relationships give rise to rights under family law?
  • the Family Court's traditional approach to dealing with companies and trusts
  • Section 106B Family Law Act 1975
  • recent decisions and the current direction
  • how are inheritances treated?
  • are future inheritances at risk?
  • what principles apply to the assets that are deemed to be part of the asset pool?
  • what can clients do to limit family law risks?
Materials from this session: