shopping_cart

Your shopping cart is empty

Family trusts: Successful succession 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 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • do you talk about succession with your clients?
  • understand the trust deed and what can go wrong, then decide whether to address the risks
  • not only death - Consider disability, children predeceasing, etc
  • short term planning is always an optionit is not possible to guarantee that disputes will be avoided
  • NSW notional estate provisions must be considered
  • as must family law issues.

 

This was presented at Estate and Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Estate planning for self managed superannuation funds

Author(s):  James Proctor,  Helena Gibson

Materials from this session:

Testamentary trusts

Author(s):  Dung LAM

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

Materials from this session:

Taxation & funding of the business will

Author(s):  Jeffrey Scott

Materials from this session:

Further details about this event:

 

Copyright Statement