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Dealing with blended families as part of succession planning paper

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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

Reagan Gruenthal
Reagan works for Norton & Smailes. - Current at 15 September 2017
Click here to expand/collapse more articles by Reagan GRUENTHAL.
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 Taxation Institute and currently serves as a member of the state council for its WA division. Daniel was recently 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. - Current at 30 August 2017
Click here to expand/collapse more articles by Daniel FRY.

 

This was presented at Estate Planning Intensive .

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

Individual sessions

Estate planning & superannuation 2009

Author(s):  Jemma SANDERSON

Materials from this session:

Dealing with blended families as part of succession planning

Author(s):  Daniel FRY,  Reagan GRUENTHAL

Materials from this session:

Kennon v Spry and successful succession of family trusts

Author(s):  William SLOAN

Materials from this session:

Testamentary trusts

Author(s):  Adam LEVIN

Materials from this session:

Further details about this event:

 

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