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Worried about passing assets to your children? video
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Member Price: $74.25
Non Member Price: $90.75
Publication date: 05 Aug 15 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Abstract:
This video is a filmed session from NSW 12th Annual Estate & Business Succession Planning Day, PowerPoint slides are incorporated with the presentation.
Many families have worries about lending/giving/leaving money or other assets because of concerns about their children’s partners or troubles in blended families. This video considers these issues, whether it be during life, on death or after death, including:
- what restrictions do you need to take account of?
- what structures are appropriate?
- should you communicate the decision to all of the children?
- does the nature of the concern impact upon the course of action?
- the need to properly document what you are doing.
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Worried about passing assets to your children?
Author(s):
Peter BOBBIN
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Author profile
Peter Bobbin CTA
Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other.
- Current at
09 July 2025
This was presented at NSW 12th Annual Estate & Business Succession Planning .
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