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The interaction of family law and estate planning paper

Published on 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • setting the scene
  • principles of family law
  • disclosing interest in family trusts - are they property?
  • the family courts approach to entitlements under a will?
  • relationship financial agreements
  • how reliable are financial agreements?
  • relationship financial agreements can be set aside
  • practical issues in the actual use of financial agreements
  • relationship financial agreements and their interaction with wills.

Author profile:

Peter CROFTS


 

This was presented at Succession Planning Masterclass .

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Individual sessions


Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

Materials from this session:



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