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Estate planning and discretionary trusts presentation

Published on 26 Mar 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • testamentary dealings by "baby boomer" generation clients with discretionary trust assets:
    • succession issues for family discretionary trusts in the context of the parents' wills
    • estates pass to each other and then to the children equally
    • corporate trustee owned and controlled by one or both parents
    • either or both parents are Appointors and may or may not be Guardians
    • two or more adult (or mostly adult) children
  • specific objective - minimise scope for disputation and particularly litigation.

Author profile

Tony Riordan CTA
Tony Riordan, CTA, is a Tax Partner at Riordans Lawyers in Melbourne, a boutique commercial law firm. He has degrees in Law and Commerce and a Masters in Taxation Law from Melbourne University. His areas of practice include SME structuring, estate planning for high wealth individuals and transaction structuring. - Current at 23 April 2014
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This was presented at Estate Planning and Discretionary Trusts - The Hard Issues .

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Individual sessions

Estate planning and discretionary trusts

Author(s):  Tony RIORDAN

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