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 1251
• 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. 

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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.