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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 is a Senior Associate with O'Sullivan Davies. He is a solicitor admitted to practice in Western Australia and entered in the High Court of Australia Register of Practitioners. He is nationally accredited as a Specialist Family Lawyer and a member of the Society of Trust & Estate Practitioners. He is the Treasurer of the Family Law Practitioners Association of WA and a Member of the Law Society of WA and Family Law Section of the Law Council of Australia. Current at 04 October 2010 Click here to expand/collapse more articles by William SLOAN.
 

This was presented at Estate Planning Day 2013.

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

Individual sessions




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Author(s):  Craig MCKIE

Materials from this session:

Further details about this event:

 

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