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Significant trust issues in estate planning presentation

Published on 11 Aug 11 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • estate planning for life:
    • to allow use of resources
    • tax effectively
    • asset protection from creditors and exes
  • estate planning on death:
    • to allow a tax effective transfer of the control or ownership
    • to the chosen beneficiaries
  • family discretionary trusts at the heart.

Author profile:

Arlene MACDONALD

Click here to expand/collapse more articles by Arlene MACDONALD.
 

This was presented at 44th Western Australian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions



Muffled echoes of old arguments and Part IVA

Author(s):  Tony PAGONE QC

Materials from this session:







Bring it on

Author(s):  Terry MURPHY

Materials from this session:

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