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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 specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. Graeme has been a regular speaker for The Tax Institute for many years. He is a former Chairman of the Victorian Professional Development Committee, Melbourne Breakfast Club and State Convention Committee, and served two terms on the Victorian State Council. He has also been a member of the SME, State Revenue and Superannuation subcommittees. Graeme also participated in NTLG Trust subgroup discussions on the draft Bamford decision impact. - Current at 04 August 2016
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Individual sessions

The family chess game

Author(s):  Graeme HALPERIN

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