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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
Current at 06 June 2013 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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