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If you have assets or entities offshore – How certain can you be that they will pass intact to the next generation? paper

Published on 06 Aug 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • obtaining information
  • INXS of $10 million
  • disclosure in secrecy jurisdictions
  • changes in foreign laws
  • foreign assets and wills
  • bankruptcy laws
  • Project DO IT
  • the dot-points
  • war stories.

Author profile:

Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Current at 28 July 2016 Click here to expand/collapse more articles by Ken SCHURGOTT.
 

This was presented at NSW 11th Annual Estate & Business Succession Planning.

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

Individual sessions

SMSF estate planning

Author(s):  Craig DAY

Materials from this session:


Exit of minority shareholders

Author(s):  Christelle Santelli

Materials from this session:



Further details about this event:

 

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