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Succession planning in farming - legal issues paper

Published on 05 Jun 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • transfers prior to death:
    • structure considerations
    • transfer to a discretionary trust
  • divorce - planning for it!
    • minimising the impact
    • binding financial agreements
  • transfers upon death:
    • wills
    • testamentary trusts
    • estate equalisation
    • inheritance claims
    • uncertainty for beneficiaries.

Author profile:

Andrea Watson
Andrea is a Partner with Hall & Wilcox Lawyers. Current at 08 May 2007 Click here to expand/collapse more articles by Andrea WATSON.
 

This was presented at Succession Planning in Farming.

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