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  Miscellaneous 2006

Succession Planning Issues

Source: South Australia

Published Date: 31 Jul 2006

 

Topics covered in this seminar presentation include:

  • The role of the accountant/adviser in succession planning
  • When to use/recommend a testamentary trust
  • The advantages and disadvantages of testamentary trusts
  • Can you still use a testamentary trust if the will does not provide for it? 
  • What are the tax considerations - family trust elections, franking credits entitilements
  • Problems with life estates - "crystal ball gazing" and tax issues
  • Control of discretionary trusts "from the grave"
  • Avoiding challenges after death
  • Balancing benefits and risks 

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Author(s)

Individual Session

Succession Planning Issues

Author(s): Bill Last
Materials from this session:

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Details

  • Published By: Bill Last
  • Published On:31 Jul 2006
  • Event Name:Succession Planning Issues
  • Session Name:Succession Planning Issues
  • Read Time:3+ minutes
  • Took place at:Radisson Playford Adelaide

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