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Family trusts: Successful succession
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 26 September 2017
This was presented at Estate and Succession Planning .
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Individual sessions
Testamentary trusts paper
Author(s): Denis BARLINMaterials from this session:
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Family trusts: Successful succession
Author(s): Bernie O'SULLIVANMaterials from this session:
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Important changes to the Law of Wills and succession in NSW
Author(s): Ramena KAKOMaterials from this session:
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Overview of the Family Provision Act, 1982 and proposed changes to the legislation under the Succession Amendment (Family Provision) Bill 2008
Author(s): Jane NEEDHAMMaterials from this session:
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Estate planning for business owners
Author(s): Louise BITIMaterials from this session:
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Restructuring the family group for an estate plan
Author(s): Bill SHEWMaterials from this session:
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Business succession planning – Buy/sell agreements
Author(s): Chris TSOVOLOSMaterials from this session:
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Super death benefits
Author(s): Mark WILKINSONMaterials from this session:
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