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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 CTA
Graeme Halperin, CTA, of Halperin and Co, is a Barrister and Solicitor specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. Graeme has been a regular speaker for The Tax Institute for many years. He is a former Chairman of the Victorian Professional Development Committee, Melbourne Breakfast Club and State Convention Committee, and served two terms on the Victorian State Council. He has also been a member of the SME, State Revenue and Superannuation subcommittees. Graeme also participated in NTLG Trust subgroup discussions on the draft Bamford decision impact. - Current at 04 August 2016
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This was presented at Practical Issues for Succession Planning .

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

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:

Further details about this event:

 

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