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Family trusts: Successful succession

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Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Passing control of a family trust from one generation to another requires detailed planning and careful consideration of trust and tax law.
This paper covers:

  • who controls family trusts?
  • a brief look at options for succession
  • dealing with disputes
  • do letters of wishes work?
  • does the adviser have a role?
  • should you amend the trust deed now?

Author profile

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. - Current at 05 September 2016
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

This was presented at Estate and Succession Planning .

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

Individual sessions

Testamentary trusts paper

Author(s):  Denis BARLIN

Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Important changes to the Law of Wills and succession in NSW

Author(s):  Ramena KAKO

Materials from this session:

Overview of the Family Provision Act, 1982 and proposed changes to the legislation under the Succession Amendment (Family Provision) Bill 2008

Author(s):  Jane NEEDHAM

Materials from this session:

Estate planning for business owners

Author(s):  Louise BITI

Materials from this session:

Restructuring the family group for an estate plan

Author(s):  Bill SHEW

Materials from this session:

Business succession planning – Buy/sell agreements

Author(s):  Chris TSOVOLOS

Materials from this session:

Super death benefits

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

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