View Legal
Tuesday, December 15, 2020

Barbie and keeping it (the) real (thing) this Christmas **

›
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

›
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

›
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?

›
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

›
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

›
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

›
  Witnessing rule A fundamental aspect to create a valid will, and indeed most binding death benefit nominations, is that there must be tw...
›
Home
View web version

FOLLOW US

SUBSCRIBE BY EMAIL

Search This Blog

Popular topics

  • Estate planning (101)
  • Discretionary trust (58)
  • Trust deed (41)
  • Company (37)
  • Superannuation (34)
  • Trustee (34)
  • Family Law (32)
  • Trust beneficiaries (31)
  • Trust distributions (26)
  • Stamp duty (25)
  • Testamentary discretionary trust (25)
  • Insurance (21)
  • Capital gains tax (20)
  • Deed of variation (20)
  • Business succession (17)
  • Power of attorney (17)
  • Bamford (16)
  • Directors' Duties (13)
  • Relationship breakdown (13)
  • Spouse (12)
  • Bankruptcy (11)
  • Transfer of real property (11)
  • Unpaid Present Entitlement (11)
  • Buy-sell (9)
  • Chairman's Red Book (8)
  • Partnership (8)
  • Binding financial agreement (7)
  • Indemnity (7)
  • Joint ownership (7)
  • Prenup (7)
  • Property settlement (7)
  • Shareholder (7)
  • Tenants in common (7)
  • Defacto (6)
  • Loan (6)
  • Spry (6)
  • Trust resettlement (6)
  • Unit trust (6)
  • Death benefit nominations (5)
  • Small business concessions (5)
  • Transfer of shares (5)
  • Inside Stories (4)
  • Cascading trusts (2)
  • Interdependency (2)

Blog Archive

  • ▼  2020 (52)
    • ▼  December (3)
      • Barbie and keeping it (the) real (thing) this Chri...
      • Death (to our friends) ** duty and joint tenancy
      • Unilateral severance** of joint tenancy assets
    • ►  November (5)
    • ►  October (4)
    • ►  September (5)
    • ►  August (4)
    • ►  July (4)
    • ►  June (6)
    • ►  May (4)
    • ►  April (5)
    • ►  March (5)
    • ►  February (5)
    • ►  January (2)
  • ►  2019 (47)
    • ►  December (2)
    • ►  November (4)
    • ►  October (5)
    • ►  September (4)
    • ►  August (5)
    • ►  July (5)
    • ►  June (4)
    • ►  May (4)
    • ►  April (5)
    • ►  March (4)
    • ►  February (4)
    • ►  January (1)
  • ►  2018 (49)
    • ►  December (2)
    • ►  November (4)
    • ►  October (5)
    • ►  September (4)
    • ►  August (4)
    • ►  July (5)
    • ►  June (4)
    • ►  May (7)
    • ►  April (4)
    • ►  March (5)
    • ►  February (4)
    • ►  January (1)
  • ►  2017 (50)
    • ►  December (1)
    • ►  November (4)
    • ►  October (5)
    • ►  September (5)
    • ►  August (5)
    • ►  July (4)
    • ►  June (4)
    • ►  May (6)
    • ►  April (5)
    • ►  March (4)
    • ►  February (4)
    • ►  January (3)
  • ►  2016 (49)
    • ►  December (2)
    • ►  November (5)
    • ►  October (5)
    • ►  September (4)
    • ►  August (5)
    • ►  July (4)
    • ►  June (4)
    • ►  May (5)
    • ►  April (4)
    • ►  March (5)
    • ►  February (4)
    • ►  January (2)
  • ►  2015 (46)
    • ►  December (2)
    • ►  November (4)
    • ►  October (4)
    • ►  September (5)
    • ►  August (4)
    • ►  July (4)
    • ►  June (5)
    • ►  May (4)
    • ►  April (4)
    • ►  March (5)
    • ►  February (4)
    • ►  January (1)
  • ►  2014 (46)
    • ►  December (2)
    • ►  November (4)
    • ►  October (4)
    • ►  September (5)
    • ►  August (4)
    • ►  July (5)
    • ►  June (4)
    • ►  May (4)
    • ►  April (5)
    • ►  March (4)
    • ►  February (4)
    • ►  January (1)
  • ►  2013 (45)
    • ►  December (3)
    • ►  November (3)
    • ►  October (5)
    • ►  September (4)
    • ►  August (4)
    • ►  July (5)
    • ►  June (4)
    • ►  May (4)
    • ►  April (5)
    • ►  March (4)
    • ►  February (3)
    • ►  January (1)
  • ►  2012 (45)
    • ►  December (2)
    • ►  November (4)
    • ►  October (5)
    • ►  September (3)
    • ►  August (4)
    • ►  July (5)
    • ►  June (4)
    • ►  May (5)
    • ►  April (2)
    • ►  March (5)
    • ►  February (4)
    • ►  January (2)
  • ►  2011 (42)
    • ►  December (2)
    • ►  November (3)
    • ►  October (5)
    • ►  September (3)
    • ►  August (5)
    • ►  July (3)
    • ►  June (4)
    • ►  May (5)
    • ►  April (3)
    • ►  March (4)
    • ►  February (4)
    • ►  January (1)
  • ►  2010 (40)
    • ►  December (3)
    • ►  November (5)
    • ►  October (4)
    • ►  September (4)
    • ►  August (4)
    • ►  July (3)
    • ►  June (4)
    • ►  May (3)
    • ►  April (4)
    • ►  March (5)
    • ►  February (1)
Powered by Blogger.