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Can’t Clone – what now? Succession planning for trusts presentation

Published on 04 Aug 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

The division and divestment of control of family discretionary trusts has suffered somewhat with legislative amendments announced to remove the "trust cloning" exemption. In light of these changes, this presentation outlines alternative options for advisers and their clients in implementing succession planning strategies for family discretionary trusts including:

  • trust splitting as a continuing and useful alternative
  • dividing control using the matriarch or patriarch's will
  • other methods of 'dividing' trust assets
  • in specie distributions
  • weighing practical and commercial requirements against tax outcomes.

Author profile:

Author Photo - Marc ROMALDI
Marc ROMALDI
Current at 15 February 2012 Click here to expand/collapse more articles by Marc ROMALDI.
 

 

This was presented at Trust Busting (Including Bamford) .

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Individual sessions

Can’t Clone – what now? Succession planning for trusts

Author(s):  Marc ROMALDI

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