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The interaction of family law and estate planning paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Sep 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • setting the scene
  • principles of family law
  • disclosing interest in family trusts - are they property?
  • the family courts approach to entitlements under a will?
  • relationship financial agreements
  • how reliable are financial agreements?
  • relationship financial agreements can be set aside
  • practical issues in the actual use of financial agreements
  • relationship financial agreements and their interaction with wills.

Author profile

Peter Crofts
Peter worked as a psychologist and as a solicitor with the then National Crime Authority before establishing and then leading the forensic accounting division in Australia of one of the international accounting firms. He resigned in 2001 to commence practice at the Victorian Bar where he advises and appears on disputes concerned with valuation and accounting issues including in Family Law. He currently lectures at Melbourne University on forensic accounting issues and has been a contributing author to CCH's Family Law service. - Current at 28 September 2010

 

This was presented at Succession Planning Masterclass .

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Individual sessions

The interaction of family law and estate planning

Author(s):  Peter CROFTS

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Tax planning for estates

Author(s):  Michael FLYNN

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Passing control of family trusts - A discussion

Author(s):  Graeme HALPERIN

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Business succession - Demystifying buy-sell agreements

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Superannuation and death

Author(s):  Thalia KALABOUKAS,  Chris KETSAKIDIS

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Further details about this event:

 

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