Tuesday, December 15, 2020
Barbie and keeping it (the) real (thing) this Christmas **
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With the annual leave season starting in earnest over the next couple of weeks and many advisers taking either extended leave or altern...
Tuesday, December 8, 2020
Death (to our friends) ** duty and joint tenancy
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For many years in Australia, one of the most popular tax planning tools to manage death duties involved assets being held as joint tenant...
Tuesday, December 1, 2020
Unilateral severance** of joint tenancy assets
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Last week’s post mentioned in passing the ability to unilaterally sever a joint tenancy. Interestingly, there are in fact 6 ways to sev...
Tuesday, November 24, 2020
When is a joint tenant not (for you)** a joint tenant?
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In the context of recent posts, it is an important estate planning issue to understand that where an asset owned on title records as join...
Tuesday, November 17, 2020
When possession is 10**/10ths of the law
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The interplay between legal principles, family law rules and estate planning can be complex. Arguably, one of the highest profile examp...
Tuesday, November 10, 2020
Changes** and ownership structures and the bankruptcy rules
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Recent posts have looked at various aspects of the bankruptcy regime in relation to jointly owned assets. As set out in last week's...
Thursday, November 5, 2020
‘Retro’** witnessing of wills and BDBNs: AKA no one knows you weren’t there, until it is a problem
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Witnessing rule A fundamental aspect to create a valid will, and indeed most binding death benefit nominations, is that there must be tw...
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