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Estate planning and discretionary trusts presentation

Member Price: Free
Non Member Price: $15.00

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 26 Mar 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • testamentary dealings by "baby boomer" generation clients with discretionary trust assets:
    • succession issues for family discretionary trusts in the context of the parents' wills
    • estates pass to each other and then to the children equally
    • corporate trustee owned and controlled by one or both parents
    • either or both parents are Appointors and may or may not be Guardians
    • two or more adult (or mostly adult) children
  • specific objective - minimise scope for disputation and particularly litigation.

Author profile

Tony Riordan
Tony Riordan, CTA, is a Tax Partner at Riordans Lawyers in Melbourne, a boutique commercial law firm. He has degrees in Law and Commerce and a Masters in Taxation Law from Melbourne University. His areas of practice include SME structuring, estate planning for high wealth individuals and transaction structuring. - Current at 23 April 2014
Click here to expand/collapse more articles by Tony RIORDAN.

 

This was presented at Estate Planning and Discretionary Trusts - The Hard Issues .

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Individual sessions

Estate planning and discretionary trusts

Author(s):  Tony RIORDAN

Materials from this session:

Trusts and the family court: (In)Discretion is the name of the game

Author(s):  Peter SZABO

Materials from this session:

Further details about this event:

 

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