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The family chess game paper

Published on 17 Nov 16 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • parent and child loan account issues and attacks
  • what happens when a family trust appointor or guardian dies or becomes incapacitated?
  • what role does the will play and should you have more than one enduring power of attorney?
  • how many testamentary trusts should a will have?
  • excluding and defending weak beneficiaries.

Author profile

Graeme Halperin CTA
Graeme Halperin, CTA, of Halperin and Co, is a Barrister and Solicitor with over 30 years’ experience specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. He is a former Chairman of the Breakfast Club, State Convention and Education Committee of the Victorian branch of the Tax Institute, served two terms on the Victorian State Council, served on several Tax Institute technical committees and in 2013 received a Meritorious Service Award from the Tax Institute. He has written many articles on tax related topics and has been a regular Tax Institute presenter since the 1990s. He has contributed to Parliamentary Committees and media articles on a range of tax topics, made submissions to the ATO in relation to draft rulings and in 2018 was interviewed in a Four Corners expose on ATO practices. - Current at 16 December 2020
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Individual sessions

The family chess game

Author(s):  Graeme HALPERIN

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