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Passing control of family trusts paper

Member Price: $57.00
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Published on 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • who really controls family trusts?
  • what are the options for effective transfer of control?
  • do letters of wishes work?
  • what are promises of trust control, income or assets really worth?
  • does the advisor 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
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This was presented at Practical Issues for Succession Planning .

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Individual sessions

Hot issues for succession planning: Superannuation and death

Author(s):  Kim COWIE

Materials from this session:

Passing control of family trusts

Author(s):  Graeme HALPERIN

Materials from this session:

Demystifying buy-sell agreements

Author(s):  Paul HOCKRIDGE

Materials from this session:

Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

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