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Pre-will structuring to achieve estate planning outcomes presentation

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

This presentation covers:

  • superannuation
  • the use of trusts
  • control of trusts
  • loan accounts and UPEs
  • creation of fixed entitlements
  • trust cloning/splitting.

Author profile

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

 

This was presented at Estate and Business Succession Planning .

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