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Trusts and passing control – Trust succession strategies presentation

Published on 26 Mar 14 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • conflicting objectives
  • trust due diligence
  • detting the priorities
  • ownership
  • decision making
  • amending the deed
  • complex strategies.

Author profile:

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
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This was presented at 29th National Convention .

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