Using case studies, this session considers the role of trusts in estate planning and the issues that commonly arise when transitioning control across generations. This session covers passing control of family trusts and related entities, managing vesting dates and tax consequences, and the modern use of testamentary trusts (including excepted income rules and flexibility). It also highlights hidden risk areas such as Division 7A, unpaid present entitlements and other technical traps.
2026
Estate planning
Trusts in estate planning – Control, vesting and generational succession
Source: Online
Published Date: 30 Mar 2026
Details
- Published By: Kaitilin Lowdon ATI, Daniel Smedley CTA
- Published On:30 Mar 2026
- Event Name:Estate Planning Intensive
- Session Name:Trusts in estate planning – Control, vesting and generational succession
- Read Time:3+ minutes
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Tags
2026
Estate planning
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