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Passing control of family trusts paper
Published on 15 Aug 08 by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- who really controls family trusts?
- what are the options for succession?
- do letters of wishes work?
- does the adviser have a role?
- considerations where the trust owns a business.
Author profile
Graeme Halperin CTA
Graeme Halperin, CTA, of Halperin and Co, is a Barrister and Solicitor with over 30 years’ experience specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. He is a former Chairman of the Breakfast Club, State Convention and Education Committee of the Victorian branch of the Tax Institute, served two terms on the Victorian State Council, served on several Tax Institute technical committees and in 2013 received a Meritorious Service Award from the Tax Institute. He has written many articles on tax related topics and has been a regular Tax Institute presenter since the 1990s. He has contributed to Parliamentary Committees and media articles on a range of tax topics, made submissions to the ATO in relation to draft rulings and in 2018 was interviewed in a Four Corners expose on ATO practices. - Current at 16 December 2020
This was presented at Hot Issues for Succession Planning .
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Overview of estate planning
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Succession planning: Some taxation issues to consider
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Succession planning: Charitable gifts
Author(s): Chris BEENYMaterials from this session:
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Testamentary trusts
Author(s): Bernie O'SULLIVANMaterials from this session:
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Succession planning: Superannuation and death
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Key issues in business succession planning
Author(s): Craig HOLLANDMaterials from this session:
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Passing control of family trusts
Author(s): Graeme HALPERINMaterials from this session:
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Succession planning: Demystifying buy sell agreements
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