shopping_cart

Your shopping cart is empty

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
Tony is a Partner of Riordans Lawyers
Current at 26 March 2008 Current at 14 April 2008 Click here to expand/collapse more articles by Tony RIORDAN.
 

 

This was presented at Estate Planning and Discretionary Trusts - The Hard Issues .

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

Individual sessions

Estate planning and discretionary trusts

Author(s):  Tony RIORDAN

Materials from this session:


Further details about this event:

 

Copyright Statement
click to expand/collapse