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Passing your nest egg on death or earlier presentation

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • personal and business succession methodology
  • transfer under the will
  • transfer during lifetime
  • no transfer of shares – what else?
  • control of the family trust
  • family home
  • beware Bankruptcy Act.

Author profile:

Jennifer Yeo CTA
Jennifer is a Special Counsel at Mills Oakley Lawyers. She specialises in providing tax and superannuation advice to both corporate clients and high net worth individuals and families in relation to all aspects of federal and state taxes, international tax and superannuation matters. Jennifer has expertise in advising on tax-effective business and family planning strategies associated with succession, asset protection and wealth management with respect to Australian and worldwide assets. Current at 14 January 2014 Click here to expand/collapse more articles by Jennifer YEO.
 

This was presented at Building blocks for estate planning.

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

Individual sessions

The role of advisers and estate planning

Author(s):  Michael Perkins

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