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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 Click here to expand/collapse more articles by Graeme HALPERIN.
 

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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