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Family trusts: Successful succession presentation

Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Passing control of a family trust from one generation to another requires detailed planning and careful consideration of trust and tax law.
This presentation covers:

  • who controls family trusts?
  • a brief look at options for succession
  • dealing with disputes
  • do letters of wishes work?
  • does the adviser have a role?
  • should you amend the trust deed now?

Author profile:

Bernie O'SULLIVAN

Click here to expand/collapse more articles by Bernie O'SULLIVAN.
 

This was presented at Estate and Succession Planning .

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

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