Succession Planning Issues
Published on 31 Jul 2006
| Took place at Radisson Playford Adelaide, SA
Testamentary trusts are a powerful tool ofter overlooked in succession planning. This practical session of case studies highlights who needs testamentary trusts and why they can be so effective and useful.
This session gives practical insight into the relationship between the account/advisor and the lawyer, the problems with life tenancies, the importance of determining control of discretionary trusts, strategies to maximise asset protection for the beneficiaries of a Will, issues for second marriages, looking after an intellectually disabled child and deciding the ownershi[ of life insurance policies.