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Estate and succession planning consideration video

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Publication date: 02 Jun 22 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:
This video covers some of the more central concepts such as testamentary trusts and when to use them, the rights, powers, duties and liabilities of LPRs versus trustees, and transferring control of trusts and potential taxing points, as well as addressing recent developments including the new rules for taxing distributions from testamentary trusts to minors.

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Estate and succession planning consideration
Author(s): Michael FLYNN

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Author profile

Michael Flynn KC CTA-Life

Michael Flynn KC, CTA (Life), is a Barrister at Owen Dixon Chambers West, specialising in taxation, and was National President of The Tax Institute in 2014. Michael has appeared in many leading taxation cases in the Federal Court and the High Court and has been a member of various committees of The Tax Institute over the past 25 years. - Current at 30 November 2023

More by Michael FLYNN

Estate income and administration – who is entitled and who bears the cost? paper - 01-September-2022
Estate and succession planning considerations paper - 02-June-2022
What is a “fixture” and why does it matter? - 01-April-2022
What is a “fixture” and why does it matter? paper - 18-October-2021
Decoding trust income paper - 25-May-2020
Trust vesting: What happens? paper - 28-November-2019
Tackling the exercise of the Commissioner’s discretionary powers paper - 25-July-2019
Issues with life estates paper - 19-July-2018
Death and taxes, testamentary trusts and other bequests paper - 26-October-2017
The significance of the land/chattels distinction in an infrastructure context - 01-June-2017
June edition Tax Specialist - 01-June-2017
The significance of the land/chattels distinction in an infrastructure context paper - 25-May-2017
President's report: Looking back, looking forward - 01-December-2014
President's report: Launches and conferences: As busy as ever at the Institute - 01-November-2014
Reasonably arguable position – Fools gold or precious metal? paper - 09-October-2014
President's report: Change is in the wind - 01-October-2014
President's report: Pride in our achievements - 01-September-2014
Disputing a tax assessment from objection to hearing paper - 28-August-2014
President's report: Corporate tax retreat and calling for a savvy ATO - 01-August-2014
President's report: Proposed changes to IT systems and project do it - 01-July-2014
President's report: Technical committees revamped - 01-June-2014
President's report: National Convention and our volunteers - 01-May-2014
President's report: Consultation in full swing - 01-April-2014
President's report: Terms of engagement - 01-March-2014
President's report: What lies ahead - 01-February-2014
Have the courts settled how tax consolidation is to be interpreted and applied? paper - 10-September-2013
Death and taxes paper - 14-November-2012
Death and taxes paper - 20-September-2012
Evidence paper - 30-May-2012
The employer/employee relationship - Legal perspective - 01-February-2012
The employer/employee relationship - Legal perspective paper - 27-September-2011
The contemporary meaning of ‘charitable’ paper - 24-August-2011
The employer/employee relationship – Legal perspective paper - 28-July-2011
Tax planning for estates paper - 12-November-2010
Tax consolidation law changes - Counsel and practitioner perspectives paper - 14-October-2010
Tax planning for estates paper - 28-September-2010
Extending the life of a trust paper - 12-August-2010
Stamp duty and payroll tax discretions paper - 06-August-2009
Consolidation in the Courts paper - 01-May-2009
Estate planning for tax professionals paper - 12-October-2007
Death - a taxing time paper - 11-May-2006
Trust distributions paper - 11-April-2006
Death and taxes paper - 08-November-2005
Death and real property seminar paper - 19-November-2004
Death and taxes seminar paper - 19-November-2004
The Estate Planning Process - Timeline seminar paper - 28-October-2003
Trust losses - 27-August-2002
Recent tax changes effecting deceased estates - 16-July-1998
Trusts - capital issues - 17-March-1998

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This was presented at Trusts Intensive .

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Individual sessions

I say unit trust you say fixed trust

Author(s): Daniel SMEDLEY

Materials from this session:

I say unit trust you say fixed trust paper

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I say unit trust you say fixed trust presentation

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I say unit trust you say fixed trust video

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I say unit trust you say fixed trust podcast

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DisclaimerThese materials are 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.

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Anatomy of a Trust Deed

Author(s): Julie VAN DER VELDE

Materials from this session:

Anatomy of a Trust Deed paper

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Anatomy of a Trust Deed presentation

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Anatomy of a Trust Deed video

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Anatomy of a Trust Deed podcast

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FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries

Author(s): Linda Tapiolas

Materials from this session:

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries paper

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FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries presentation

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FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries video

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FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries podcast

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Insolvency

Author(s): Mark Gioskos

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Insolvency paper

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Insolvency presentation

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Insolvency video

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Insolvency podcast

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International aspects of Trust planning/99B

Author(s): Jim O'DONNELL

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International aspects of Trust planning/99B paper

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International aspects of Trust planning/99B presentation

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International aspects of Trust planning/99B video

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International aspects of Trust planning/99B podcast

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Estate and succession planning consideration

Author(s): Michael FLYNN

Materials from this session:

Estate and succession planning considerations paper

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Estate and succession planning considerations presentation

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Estate and succession planning consideration video
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Estate and succession planning consideration podcast

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Trust distributions in the new world order? Where are we on Section 100A

Author(s): Louise Clarke, Mark WEST

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Trust distributions in the new world order? Where are we on Section 100A presentation

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Trust distributions in the new world order? Where are we on Section 100A video

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Trust distributions in the new world order? Where are we on Section 100A podcast

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Further details about this event:

Trusts Intensive

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Estate and succession planning consideration video

Search Videos

Purchase individual materials from this session:

Material from this session:

Estate and succession planning considerations paper

Estate and succession planning considerations presentation

Estate and succession planning consideration video

Estate and succession planning consideration podcast

Author profile

Michael Flynn KC CTA-Life

More by Michael FLYNN

This was presented at Trusts Intensive .

Individual sessions

I say unit trust you say fixed trust

Materials from this session:

I say unit trust you say fixed trust paper

I say unit trust you say fixed trust presentation

I say unit trust you say fixed trust video

I say unit trust you say fixed trust podcast

Anatomy of a Trust Deed

Materials from this session:

Anatomy of a Trust Deed paper

Anatomy of a Trust Deed presentation

Anatomy of a Trust Deed video

Anatomy of a Trust Deed podcast

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries

Materials from this session:

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries paper

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries presentation

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries video

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries podcast

Insolvency

Materials from this session:

Insolvency paper

Insolvency presentation

Insolvency video

Insolvency podcast

International aspects of Trust planning/99B

Materials from this session:

International aspects of Trust planning/99B paper

International aspects of Trust planning/99B presentation

International aspects of Trust planning/99B video

International aspects of Trust planning/99B podcast

Estate and succession planning consideration

Materials from this session:

Estate and succession planning considerations paper

Estate and succession planning considerations presentation

Estate and succession planning consideration video

Estate and succession planning consideration podcast

Trust distributions in the new world order? Where are we on Section 100A

Materials from this session:

Trust distributions in the new world order? Where are we on Section 100A presentation

Trust distributions in the new world order? Where are we on Section 100A video

Trust distributions in the new world order? Where are we on Section 100A podcast

Further details about this event:

Copyright Statement

Copyright Statement

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