Trusts paper
Publication date: 28 Oct 05
Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Abstract:
This paper and case study covers how to pass on the value in a family trust to the next generation:
- Do the beneficiaries fit the plan?
- Resettlement problems
- Powers of the Appointor
- Family trusts and the will
- Cloning and splitting trusts
- Extending the life of a trust
- Family trust elections - are these really an issue?
- Testamentary and child maintenance trusts.
Author profile:
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
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