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Family trusts: Successful succession presentation

Published on 04 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • do you talk about succession with your clients?
  • understand the trust deed and what can go wrong, then decide whether to address the risks
  • not only death - Consider disability, children predeceasing, etc
  • short term planning is always an optionit is not possible to guarantee that disputes will be avoided
  • NSW notional estate provisions must be considered
  • as must family law issues.

This was presented at Estate and Business Succession Planning.

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

Individual sessions



I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

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