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Trusts in family law- A trustee's perspective. Seminar paper. September 2023
Robb, Monique ;
Seminar Paper
Call No:
F KN 210 R 2
Melbourne, Vic.: Television Education Network (TEN)
Introduction -- Intervention and joinder - Who are our Third Party Trustees? -- Trustee of a Discretionary Trust -- Trustee of a Unit Trust -- Trustee of Self-Managed Superannuation Fund -- Trustee in bankruptcy -- Powers of Court Against Third Parties -- Vesting of Trusts -- Third Party Joinder or Intervention in Property Proceedings: Procedural and Jurisdictional Requirements -- Joinder: Agree or Oppose? -- Options After Joinder -- Costs -- Obligations of a trustee -- Equitable Duties of Trustees -- Trustee Obligations under Corporations Law -- Powers of the FCFCOA under the Corporations Act -- Disclosure -- Distributions -- Trustee obligations in conflict with family law -- Responding to requests for information, documents and subpoenas on behalf of trustee -- Disclosure -- Specific Trustee Disclosure Obligations under the Family Law Act -- Responding to Subpoenas on Behalf of the Trustee -- Relevant evidence -- Information Requests -- Role of Trustee in Valuations of a Trust -- Woodcock & Woodcock (No 2)60: Issues to Consider?
Also titled: Trusts in family law property settlements - a third party trustee's perspective
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