In the latest episode of my new podcast called The Heir Waves, Caite Brewer and I discussed some more interesting cases in succession law.
Have a listen below:
The Rise & Fall of the Gift & Loan Back: Re Permewan
In this episode, Caite & Michele discuss:
- the case of Re Permewan (No 2) [2022] QSC 114
- gift and loan back strategies being used in estate planning
- trying to thwart family provision claims using gift and loan back transactions
- briefly the case of Re Permewan [2021] QSC 151
- sham transactions
- promissory notes
- public policy reasons
- importance of the circumstances of each case.
Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com.
Don’t forget to subscribe for all the latest episodes!
See you next time on The Heir Waves.
** IMPORTANT NOTICE **
The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.
