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It ain’t over ‘til It’s over (Binding Financial Agreements) video


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Member Price: $74.25
Non Member Price: $90.75

Publication date: 05 Aug 15 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This video is a filmed session from NSW 12th Annual Estate & Business Succession Planning Day, PowerPoint slides are incorporated with the presentation.

This video covers:

  • when do you have a claim against another person’s assets?
  • what is a Binding Financial Agreement (BFA) and what role does it play?
  • is a BFA different to a court approved settlement or a deed of family arrangement?
  • how enforceable are each of these?
  • when can a BFA be put in place and what requirements must be satisfied?

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It ain’t over ‘til its over
Author(s):  Therese CATANZARITI

Author profile

Therese Catanzariti
Photo of author, Therese CATANZARITI Therese Catanzariti of 13 Wentworth Chambers has expertise in wills and estates, particularly involving small to medium businesses, superannuation and discretionary trusts. She was admitted as a solicitor in 1992 and was a senior associate in corporate and commercial/tax at Mallesons (now King and Wood Mallesons) before moving to Europe for an extended period. She was called to the NSW Bar in 2010. - Current at 17 October 2019
Click here to expand/collapse more articles by Therese CATANZARITI.
This was presented at NSW 12th Annual Estate & Business Succession Planning .

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Individual sessions






Tax issues within deceased estates

Author(s):  Andrew FRANKLAND

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