Published on 07 Sep 11
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- what relationships give rise to rights?
- the court’s traditional approach to trusts
- Section 106B Family Law Act
- recent decisions and the current direction
- how are inheritances treated?
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning.
- Current at
05 September 2016
Monica has expertise in all aspects of matrimonial and domestic and same sex property matters, including issues relating to children (residence, contact and international and interstate relocation applications), child support, complex property settlements (property and maintenance negotiations, advice and preparation of binding financial agreements) and intervention order matters.
- Current at
08 September 2011