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Cross-border people, assets and entities: Succession planning and tax issues for international families paper

Published on 25 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • cross border succession issues including conflict of laws
  • cross border estate and structure planning options - one global will?
  • tax imperatives: offshore assets in the estate plan
  • Australian tax issues: what to advise your clients.

Author profiles

Frank Hinoporos CTA
Frank is a Partner in the tax group at Hall & Wilcox Lawyers. His clients include SMEs, high net worth individuals and families and not-for-profit entities. Frank is a member of the Law Institute of Victoria and a Chartered Tax Adviser with The Tax Institute - Current at 02 June 2020
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James Whiley
James is a Partner at Hall & Wilcox Sydney. James specialises in estate and succession planning for ultra-high and high net worth clients. He also has experience in estate and trust disputes including cross-border succession issues and conflicts, tax planning and related advice to trust structures for Australian and UK non-residents and probate and estate administration. James is admitted as a solicitor in New South Wales and England and Wales. Originally from the UK, James had a senior role in the leading London private client team at international law firm, Gowling WLG advising the world’s wealthiest families and banks and offshore trustees. He then moved to Sydney in 2013 to a succession and estate planning role at PWC and then ultimately to Hall & Wilcox. - Current at 22 August 2019
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Emma Woolley CTA
Emma of Hall & Wilcox Lawyers has extensive experience in advising clients in estate planning and estate administration, trust establishment and ongoing administration, trust estate disputes, and structuring for succession of ownership and control of private and family businesses. She leads Hall & Wilcox Lawyers’ Private Client practice. Emma’s clients include high net worth individuals, families and privately held businesses. - Current at 23 January 2020
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This was presented at 2020 WA Estate & Succession Planning Intensive .

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

Individual sessions



Special purpose trusts for estate planning

Author(s):  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Succession planning challenges for family owned businesses

Author(s):  Grahame YOUNG

Materials from this session:


Further details about this event:

 

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