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Family trusts and estate planning paper

Member Price: $55.00

Non Member Price: $71.01

Publication date: 16 Nov 10

Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This paper covers:

  • points of control
  • memorandum of wishes
  • exclusion clauses
  • trust asset no part of the estate
  • splitting trusts
  • the CGT events
  • tracing assets
  • trustee duties
  • the tax return.

Author profile:

Author Photo - Kenneth Schurgott FTIA
Kenneth Schurgott FTIA
Ken is a Tax and Commercial Law Partner in the Sydney office of Schurgott Noolan Pty Ltd. Ken has extensive experience in all aspects of tax (including state taxes) as well as business structuring, asset protection, succession planning and trust and estate law. He is a member of the Advisory Panel to the Board of Taxation and is presently heavily engaged in consultation in relation to the reform of the taxation of trusts.
Current at 09 May 2012
Click here to expand/collapse more articles by Ken SCHURGOTT.
 

 

This was presented at Estate Planning - Recent Developments.

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Recent developments concerning asset protection
Author(s):  Christopher CATT

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Family trusts and estate planning
Author(s):  Ken SCHURGOTT

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Business succession & key staff tax & funding issues
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