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Trusts and asset protection presentation

Published on 20 Oct 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • bankruptcy clawbacks - the current position
  • recent bankruptcy law changes - implications for structures
  • the relative effectiveness of alternative structures for asset protection
  • issues with revising structures - eg. FTE, rollovers
  • the gift and loan back - how effective is it?

Author profile:

Neal DALLAS
Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009 Current at 14 January 2013 Click here to expand/collapse more articles by Neal DALLAS.
 

 

This was presented at Annual Trusts Intensive: A practical update .

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

Individual sessions




When good trusts go bad

Author(s):  Clifford HUGHES

Materials from this session:

Further details about this event:

 

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