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Succession planning to avoid disputes between trustees & beneficiaries presentation

Published on 02 Mar 16 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overview of the paper and presentation
  • the types of dispute that may arise between a trustee and their beneficiaries
  • cases to be considered in detail:
    • Benson v Doloraine Pty Ltd [2015] TASSC 41
    • Hancock v Rinehart [2015] NSWSC 646
    • Sinclair v Moss [2005] VSC 130
    • Fischer v Nemeske Pty Ltd [2015] NSWCA 6.

Author profile

Sam McCullough ATI
Sam is a lawyer in private practice and a Director of Worrall Lawyers, Hobart. He is the co-author of Statutory Will Applications: A Practical Guide, and a contributing author to Halsbury’s Laws of Australia. In 2011, Sam presented the session ´The Practical Control and Taxation of Superannuation Death Benefits’ at the National Convention of The Tax Institute in Brisbane, and in 2016 presented ´Succession Planning to Avoid Disputes Between Trustees and Beneficiaries’ at the National Convention in Melbourne. Sam is the Tasmanian representative on the National Elder Law and Succession Committee of the Law Council of Australia and a full member of the Society of Trust and Estate Practitioners (STEP). - Current at 28 July 2016
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This was presented at 31st National Convention .

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