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Planning for offshore assets and entities presentation
Published on 21 May 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- which legal system applies – connection via domicile, residency or nationality?
- succession laws - moveable versus immoveable assets
- recognition of foreign will - applicable conventions
- one will or two?
- taxation issues.
Author profiles
Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. - Current at 07 April 2015Ian Burgess CTA
Ian is a Tax Partner at EY, Brisbane, who specialises in the areas of privately owned business and superannuation. He has over 25 years experience providing tax advice and compliance solutions to clients in these sectors and is the leader of the firm’s Private Client Services practice. Ian is also a regular presenter for The Tax Institute. - Current at 29 May 2019
This was presented at Estate and Business Succession Planning .
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Transition planning
Author(s): Peter J MCKNOULTYMaterials from this session:
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Pre-will structuring to achieve estate planning outcomes
Author(s): Kate McQueeney, Greg CAHILLMaterials from this session:
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Staying relevant and making money how accountants can build an estate planning practice
Author(s): Ian TindaleMaterials from this session:
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Estate planning for offshore assets and entities
Author(s): Peter VILAYSACK, Ian BURGESSMaterials from this session:
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Superannuation - Family & intergenerational Planning
Author(s): Neal DALLASMaterials from this session:
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