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.