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The latest developments in succession planning for trusts paper

Published on 16 Aug 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • discretionary trusts
  • memoranda of wishes
  • switching off appointor and guardian powers                  
  • introduction of guardian
  • corporate appointors and guardians
  • the strategy in Fischer & Nemeske Pty Ltd
  • trust splitting.

 

Author profiles

Lisa Monaco
Lisa is a solicitor at EY specialising in providing estate planning services to high net worth individuals. She regularly works with trusts, private companies and superannuation from an estate planning perspective. Lisa completed a Masters in Estate Planning at the end of last year. Her background includes practising family law in WA. - Current at 12 January 2019
Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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This was presented at 51st Western Australia State Convention .

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Author(s):  Belinda TOWNSEND,  Zane Duncalf

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