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Trusts presentation

Published on 28 Oct 05 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers how to pass on the value in a family trust to the next generation:

  • Do the beneficiaries fit the plan?
  • Resettlement problems
  • Powers of the Appointor
  • Family trusts and the will
  • Cloning and splitting trusts
  • Extending the life of a trust
  • Family trust elections - are these really an issue?
  • Testamentary and child maintenance trusts.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
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