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Intereaction between family law and succession law presentation

Published on 08 Feb 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation outlines the approach taken by the Family Court to determine matters between couples who have separated and how this impacts on a succession lawyer’s ability to offer advice. This includes:

  • family trust distributions and beneficiary entitlements
  • beneficiary loan accounts
  • competing priorities of spouses and other beneficiaries in the Family Court after death
  • the High Court case of Bamford delivered 16 November 2012
  • the impact of binding financial agreements on family provision claims.

Author profile

William Sloan
William Sloan is a Nationally Accredited Specialist Family Lawyer, amongst the leading Family Lawyers in Australia. In December 2016 William was recognized by Doyle’s Guide as one of the “Rising Stars” of Australian Family Law – one of only 2 from Western Australia to make the national list. He has over 15 years’ experience in Family Law, with a particular focus in his practice on complex financial matters. He regularly advises clients and conducts litigation in cases that raise issues at the intersection of Family Law and other fields such as taxation, trusts and bankruptcy. William has served a number of terms as an elected member of the Executive of the Family Law Practitioners’ Association of WA a team that represents the profession in consultations with Government and the Courts. As Vice President he currently leads the management and delivery of one of the largest legal CPD programs in WA. William is a member of various professional bodies including being a member of the Committee of the WA branch of the Society of Trust & Estate Practitioners, the Law Society of WA, the Family Law Section of the Law Council of Australia and the Australian Institute of Family Law Arbitrators and Mediators. William’s recent conference attendances include the Family Law Intensive in Sydney in February 2017. - Current at 30 August 2017
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This was presented at Estate Planning Day 2013 .

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

Individual sessions




Act as an executor? A service for clients or living the nightmare?

Author(s):  Craig MCKIE

Materials from this session:

Further details about this event:

 

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