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Paying it forward: loan management strategies in estate planning. Seminar paper. October 2022
Author:
Mitchell, Bryan ;
Year:
2022
Format:
Seminar Paper
Call No:
F KM 337.35 M 5
Publisher:
Melbourne, Vic.: Television Education Network (TEN)
Subject:
Family Law ; Estate Planning ; Loans ; Case Law ; Succession Planning ; Documents ; Family Arrangements ;
Keywords:
1. The opening scene -- 2. Introduction -- 3. Loan or gift? Ascertaining intentions on both sides -- 4. Loan documentation essentials pre and post the event -- 5. Protection strategies for lenders including taking security, charging interest, requiring regular repayments and other conditions -- 6. Tax consequences of receiving interest payments including impact on pensions -- 7. Updating wills and other instruments to factor in loan arrangements and future intentions - what should be included? -- 8. Managing loan obligations in the event of the death of the recipient -- 9. Dispute resolution strategies for family fallout associated with loans and agreement non-compliance
ISBN/ISSN:
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Result Year Copy Status Call No Loan Category Date Due
1 2022 1 On Shelf F KM 337.35 M 5 For Loan Available
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