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Family trusts and estate planning paper

Published on 16 Nov 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • points of control
  • memorandum of wishes
  • exclusion clauses
  • trust asset no part of the estate
  • splitting trusts
  • the CGT events
  • tracing assets
  • trustee duties
  • the tax return.

Author profile

Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012. - Current at 04 January 2018
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This was presented at Estate Planning - Recent Developments .

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