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Family provision applications presentation

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • NSW estates and NSW assets
  • resources subject to such claims, including ruling from the grave via trusts
  • recent tendencies of the Courts in dealing with such claims (eg claims by adult sons & daughters being disposed of summarily)
  • planning steps available in Queensland and other States to increase the chance assets will go where intended
  • limits, including ethical limits, on such structuring.

Author profile:

John DE GROOT
Current at 02 June 2009 Click here to expand/collapse more articles by John DE GROOT.
 

 

This was presented at Estate Planning: Private Client Issues .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Restructuring the family group for an estate plan

Author(s):  Mark WEST

Materials from this session:



Family provision applications

Author(s):  John DE GROOT

Materials from this session:


Further details about this event:

 

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