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The Family Chess Game

Published on 17 Nov 2016 | Took place at Leonda By The Yarra, Hawthorn, VIC

Family disputes over trusts and estates are becoming commonplace as parents become old and frail, incapacitated, or pass away. Potential disputes and areas of conflict need to be anticipated and avoided through careful planning. These issues were discussed at this event.

Individual sessions

The family chess game

Author(s):  Graeme HALPERIN

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.
Materials from this session: