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Pre-will structuring to achieve estate planning outcomes paper

Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • superannuation
  • trusts
  • gift and loan back
  • control of the trustee
  • treatment of loan accounts and unpaid entitlements.

Author profiles

Kate McQueeney
Kate is a senior associate in the commercial team at Cooper Grace Ward Lawyers. She has a wealth of experience in estate planning in relation to various matters including the use of generational and direct descendent trusts; trust planning strategies (for duty exemptions); strategies to transfer control of trustee and trading companies independently of client wills; and strategies to deal with superannuation assets on death. Kate works with clients and their advisers and is a committee member of STEP. - Current at 07 April 2015
Greg Cahill
Greg is a partner in Cooper Grace Ward's commercial practice. He has extensive experience in providing commercial and tax related advice to private and corporate clients and gives specialist advice to accountants and other financial service providers on a wide range of direct and indirect tax issues (particularly income and capital gains tax and GST), state taxes and superannuation. Greg also has substantial experience in mergers and acquisitions and corporate and trust restructuring issues. He is a regular speaker at seminars and professional bodies such as the Institute of Chartered Accountants, CPA Australia, The Tax Institute and the Queensland Law Society. Greg has been listed by Best Lawyers Australia for Tax in 2012 and 2013. He has also been listed for Commercial as well as Trusts and Estates in 2013. - Current at 07 April 2015
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This was presented at Estate and Business Succession Planning .

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