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Family trusts: Successful succession

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Passing control of a family trust from one generation to another requires detailed planning and careful consideration of trust and tax law.
This paper covers:

  • who controls family trusts?
  • a brief look at options for succession
  • dealing with disputes
  • do letters of wishes work?
  • does the adviser have a role?
  • should you amend the trust deed now?

Author profile

Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Estate and Succession Planning .

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Family trusts: Successful succession

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Important changes to the Law of Wills and succession in NSW

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