Skip to main content
shopping_cart

Your shopping cart is empty

Trusting into the future paper

Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • using multiple appointors and other inter-generational control mechanisms
  • dealing with UPEs and 'at call' loans
  • exercising a power of advancement to resolve conflicts
  • other considerations
  • family trust elections
  • trust splitting
  • changes to deeds and their effects on losses and pre-CGT status of trust assets.
This paper was also delivered at Trusts & Estates Club - Wills and Family Discretionary Trusts – A Nightmare Scenario for Some Clients? on 15 September 2010.

Author profile:

Tony RIORDAN
Tony is a Partner of Riordans Lawyers
Current at 26 March 2008
Click here to expand/collapse more articles by Tony RIORDAN.
 

This was presented at 18th National Tax Intensive Retreat .

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

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:







Further details about this event:

 

Copyright Statement