Miscellaneous 2005

Trusts

Source: Western Australia

Published Date: 28 Oct 2005

 

This presentation covers how to pass on the value in a family trust to the next generation:

  • Do the beneficiaries fit the plan?
  • Resettlement problems
  • Powers of the Appointor
  • Family trusts and the will
  • Cloning and splitting trusts
  • Extending the life of a trust
  • Family trust elections - are these really an issue?
  • Testamentary and child maintenance trusts.

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Individual Session

Trusts

Author(s): Ken Schurgott CTA-Life
Materials from this session:

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