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Special purpose trusts for estate planning 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 25 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overview: succession planning and the trusted advisor
  • trusts for intergenerational family wealth: testamentary trusts + super proceeds trusts
  • trusts for the vulnerable: special disability trusts and protective trusts
  • philanthropic trusts: private ancillary funds and charitable trusts.

Author profiles

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
Click here to expand/collapse more articles by Frank HINOPOROS.
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
Click here to expand/collapse more articles by Emma WOOLLEY.

 

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

Business succession planning – Family Court disruption

Author(s):  James Claringbold,  Andrew DAVIES

Materials from this session:

Passing control of family business – Commercial & tax considerations

Author(s):  Yikai Hoe

Materials from this session:

Succession planning for family business’s: Failing to plan is planning to fail

Author(s):  Judy Snell

Materials from this session:

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:

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

Author(s):  James Whiley,  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Further details about this event:

 

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