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Trusts and passing control paper

Published on 28 Aug 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • conflicting objectives in the succession of trusts
  • the trust due diligence
  • ownership, control and decision making
  • complex strategies.

Author profiles:

Jemal Zagami
Current at 14 March 2012 Click here to expand/collapse more articles by Jemal Zagami.
 
Adam LEVIN
Adam is a Partner with Jackson McDonald. He heads up the Tax and Succession Practice at Jackson McDonald. Adam’s practice includes specialising in net tax and succession for high end private clients including their superannuation, business succession and sale , taxation of property transactions and charitable trusts. A regular presenter in WA, with a masters in taxation, over 10 years relevant experience , Adam is well placed to speak on this topic.
Current at 21 June 2006 Current at 21 October 2009 Click here to expand/collapse more articles by Adam LEVIN.

 

This was presented at 47th Western Australia State Convention .

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