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Passing control of family trusts paper

Published on 18 Sep 09 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • who really controls family trusts?
  • what are the options for effective transfer of control?
  • do letters of wishes work?
  • what are promises of trust control, income or assets really worth?
  • does the advisor have a role?
  • considerations where the trust owns a business.

Author profile:

Graeme HALPERIN
Current at 14 September 2011 Click here to expand/collapse more articles by Graeme HALPERIN.
 

 

This was presented at Practical Issues for Succession Planning .

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Individual sessions

Passing control of family trusts

Author(s):  Graeme HALPERIN

Materials from this session:


Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

Materials from this session:

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