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The eighth annual estate planning conference. Seminar papers. March 2014
Author:
Bourke, Stephen ; Broderick, Philip ; Morton, Amanda ; Jeremiah, Rob ; Bobbin, Peter ; Herd, Brian ; Sheehan, Michele ; Monahan, Robert ; McMillan, Jennifer ; Burgess, Matthew ; O'Bryan, Andrew ;
Year:
2014
Format:
Seminar Paper
Call No:
F KM 337.35 B 4 8
Publisher:
Melbourne, Vic.: Television Education Network (TEN)
Subject:
Estate Planning ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Death Benefit Payments ; Testators Family Maintenance ;
Keywords:
1. Blended family estate planning after the High Court decision in Stanford -- 2. Balancing super and family trust issues in blended families -- 3. Family governance and constitutions - laying down the law? -- 4. Avoiding granny flat heartaches - care arrangements between adult children and parents -- 5. The interaction of family property proceedings with family provision claims -- 6. Protecting an inheritance from predators and creditors -- 7. Statutory wills - using a statutory codicil to add a testamentary trust to a will -- 8. Creative uses of testamentary trusts - cloning, splitting and other tricks -- 9. Trusts in estate planning - what happens when the trust has vested? -- 10. Binding death benefit nominations and reversionary pensions
ISBN/ISSN:
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The sixth annual estate planning and asset protection conference. Seminar papers. March 2012
Author:
Spink, Craig ; Szabo, Peter ; Wyeth, Chris ; O'Bryan, Andrew ; Morton, Amanda ; O'Sullivan, Bernie ; McKnoulty, Peter ; O'Connor, Damian ; Fredriksen, Frances ;
Year:
2012
Subject:
Estate Planning ; Shareholder Agreements ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Business Succession ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Trust Deeds ;
The seventh annual estate planning and business succession conference. Seminar papers. March 2013
Author:
O'Bryan, Andrew ; Ellwood, Patrick ; Butler, Michael ; Swan, Allan ; Spink, Craig ; Herd, Brian ; Monahan, Robert ; Morton, Amanda ; McMillan, Jennifer ; Perkins, Michael ; Weir, Belinda ;
Year:
2013
Subject:
Estate Planning ; Life Interests ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Business Succession ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Self Managed Funds ;
Succession law conference 2014. Seminar papers. 12 September 2014
Author:
Wilson, Kathy ; Hartnett, Justin ; Robertson, Penny ; McMillan, Kate ; Hanscombe, Kristine ; Boaden, Richard ; Riordan, Tony ; Sparks, Robyn ; Anderson, Ross ; Park, Geoff ; Wraith, Lachlan ; Chapman, Mercia ;
Year:
2014
Subject:
Succession ; Legal Drafting ; Costing ; Succession Planning ; Forms & Precedents ; Estate Planning ; Family Trusts ; Discretionary Trusts ; Testamentary Trusts ; Executors ; Probate ; Drafting ;
Succession law conference. Seminar papers. 7 September 2012
Author:
Kendall, Richard ; Marks, Bernard ; Boaden, Richard ; Campbell, Jacqueline ; Chapman, Mercia ;
Year:
2012
Subject:
Succession ; Succession Planning ; Wills ; Tax Planning ; Wills, Probate And Administration ; Legal Capacity ; Drafting ; Costs ;
Succession law conference. Seminar papers. 30 August 2013
Author:
Hardingham, Ian ; Boaden, Richard ; Flynn, Michael ; Darzins, Peteris ; Verspaandonk, Andrew ; Pascoe, Peter ; Wraith, Lachlan ; Misso, Philip ;
Year:
2013
Subject:
Wills, Probate And Administration ; Succession ; Succession Planning ; Legal Capacity ; Forms & Precedents ; Testamentary Trusts ; Testators Family Maintenance ; Legal Drafting ;
Financial agreements : relieving the headache. Seminar paper. July 2016
Author:
Szabo, Peter ; Television Education Network (TEN) ;
Year:
2016
Subject:
Binding Financial Agreements ; Testators Family Maintenance ; Family Law ; Wills ; Estate Planning ;
Succession law intensive [2019]. Seminar paper. 22 March 2019
Author:
Dealehr, Cate ; Brown, Catherine ; Kinsey, Daniel ; Brennan, Georjeana ; Pakula, Jennie ; Englefield, Judicial Registrar ; Chapman, Mercia ; Yii, Nathan ; Flynn, Michael ; Wall, Martina ; Wells, Rick ;
Year:
2019
Subject:
Succession ; Professional Conduct ; Taxation ; Case Law ; Executors ; Executors And Administrators ; Costs ; Case Management ; Estate Planning ; Superannuation ; Death Benefit Payments ; Testamentary Trusts ; Legal Ethics ;
Succession and Elder law conference [2019]. Seminar paper. 4 October 2019
Author:
Coates, Eleanor ; Mason, Ben ; Raspin, Ian ; Bartfeld, Anita ; Yii, Nathan ; Wotherspoon, Scott ; Grigoriou, Georgina ;
Year:
2019
Subject:
Succession ; Testators Family Maintenance ; Elder Law ; Administration of Estates ; Executor's Commission ; Estate Planning ; Oaths ; Affirmation ; Statutory Declarations ; Taxation ; Elder Abuse ; Superannuation ; Self Managed Funds ; Wills ;
Succession law stream [2023]. Seminar papers. 17 March 2023
Author:
Wilson, Kathy ; Price, Kate ; Sparke, Carolyn ; McOmish, Nathan ; Swan, Allan ; Papson, Nathan ; Terranova, Antonella ;
Year:
2023
Subject:
Succession ; Case Law ; Testators Family Maintenance ; Testamentary Trusts ; Wills ; Power of Attorney ; Costs ; Trusts and Trustees ; Estates ;
Estate planning to cut a beneficiary out of a will. Seminar paper. August 2012
Author:
McMillan, Jennifer ;
Year:
2012
Subject:
Estate Planning ; Testators Family Maintenance ; Wills ;
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