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.
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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