PODCAST · education
The Art of Estate Planning Podcast
by Tara Lucke
We’re here to inform, inspire, and support you in your estate planning practice. Join your host, Tara Lucke, for a cup of tea and a chit-chat about all things estate planning.
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#83 Family Law Protection of Trusts: Rigby & Kingston and Caldwell & Caldwell
Continuing our series on discretionary trusts and family law, in this fifth instalment, I cover the decisions of Rigby & Kingston (No. 4) and Caldwell & Caldwell. These cases look specifically at the family court's treatment of family trusts and TTs which form part of high net worth family groups established by the broader family, where control is shared amongst family members as part of an intergenerational wealth transfer strategy. Read the decisions here: Rigby & Kingston (No. 4) [2021] FamCA 501Caldwell & Caldwell [2025] FedCFamC1F 506
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85
#82 Family Law Protection of Trusts: Woodcock & Woodcock (No 2)
Continuing our series on discretionary trusts and family law, I cover the decisions of Woodcock & Woodcock (No 2) and Aarons & Aarons. Woodcock & Woodcock has the potential to shake up the asset protection of discretionary trusts, expanding the meaning of 'property' to include beneficiary's rights to due consideration and administration. Read the decisions here: Woodcock & Woodcock (No 2) FedCFamC1F 173Aarons & Aarons (No 4) [2022] FedCFamC1F 502
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