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The latest developments in succession planning for trusts presentation

Published on 17 Aug 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • succession planning for trusts
  • discretionary trusts
  • amendment of trust deeds
  • memorandum of wishes
  • succession of directors.

 

Author profiles

Lisa Monaco
Lisa is a solicitor at Birchstone Tax Law 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 16 December 2020
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 .

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

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