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Family trusts: Successful succession paper

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 24 Sep 08

Corporate Club Series

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 Intensive .

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Individual sessions

Estate planning & superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

Testamentary trusts

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

The business buy sell

Author(s):  Tim PEPPER

Materials from this session:

Claims against the estate (warnings for executors)

Author(s):  Craig MCKIE

Materials from this session:

Financial agreements

Author(s):  Andrew DAVIES

Materials from this session:

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