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Dealing with blended families as part of succession planning paper
Published on 17 Sep 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Note: This paper is an updated version of the paper presented at the National Convention in March 2009 held in Sydney.
With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise, including:
- the different approaches to structuring a will
- dealing with superannuation death benefits
- passing control of discretionary trusts.
Author profiles
Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018Reagan Gruenthal
Reagan works for Norton & Smailes. - Current at 20 November 2009
This was presented at Estate Planning Intensive .
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Individual sessions
Estate planning & superannuation 2009
Author(s): Jemma SANDERSONMaterials from this session:
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Dealing with blended families as part of succession planning
Author(s): Daniel FRY, Reagan GRUENTHALMaterials from this session:
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Kennon v Spry and successful succession of family trusts
Author(s): William SLOANMaterials from this session:
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Testamentary trusts
Author(s): Adam LEVINMaterials from this session:
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