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Cross-border people, assets and entities: Succession planning and tax issues for international families paper

Published on 25 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • cross border succession issues including conflict of laws
  • cross border estate and structure planning options - one global will?
  • tax imperatives: offshore assets in the estate plan
  • Australian tax issues: what to advise your clients.

Author profiles

James Whiley
James Whiley is a Partner in the Private Clients team at Hall & Wilcox. He specialises in estate and succession planning for high and ultra-high net worth clients in Australia and internationally (UK, Europe, USA and Asia). He is experienced in estate and trust disputes including cross-border succession issues and conflicts, tax planning and related advice to trust structures for Australian and UK non-residents, and probate and estate administration. James enjoys guiding his clients through the difficult process of ensuring that their estate and succession planning affairs are dealt with comprehensively and compassionately to achieve their intentions in relation to their private wealth and/or business. - Current at 15 February 2023
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Frank Hinoporos CTA
Frank Hinoporos, CTA, is a Partner in the Tax group at Hall & Wilcox. Frank has a particular focus on domestic and international tax for individuals and private groups, including the complex issues tax issues arising from international succession planning. His clients include SMEs, high net worth individuals and families and not-for-profit entities. Frank is a member of the Law Institute of Victoria, a Chartered Tax Adviser with The Tax Institute, a Fellow of the Governance Institute of Australia and a member of the Society of Trust and Estate Practitioners (STEP). - Current at 05 February 2026
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Emma Woolley CTA
Emma Woolley, CTA, of Hall & Wilcox Lawyers has extensive experience in advising clients in estate planning and estate administration, trust establishment and ongoing administration, trust estate disputes, and structuring for succession of ownership and control of private and family businesses. She leads Hall & Wilcox Lawyers’ Private Client practice. Emma’s clients include high net worth individuals, families and privately held businesses. - Current at 12 September 2022
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This was presented at 2020 WA Estate & Succession Planning Intensive .

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

Individual sessions



Special purpose trusts for estate planning

Author(s):  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Succession planning challenges for family owned businesses

Author(s):  Grahame Young

Materials from this session:


Further details about this event:

 

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