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  2005

Preserving and Passing on the Family Wealth: Series 1 - Control of assets through trusts and asset protection

Source: Victoria

Published Date: 8 Nov 2005

 
Most if not all of our clients will eventually have to consider their options in deciding what to do with the value they have built up in their entities over many years. Baby Boomers in particular increasingly face the challenges of how to transfer this wealth to the next generation.

The first part of this series focused on:
- trust cloning
- trust splitting
- testamentary trusts
- statements of wishes.

Passing Control of Existing Trusts

Author(s): Rob Jeremiah
Materials from this session:

Establishing new trusts as part of succession planning

Author(s): Daniel Smedley
Materials from this session:

Death and taxes

Author(s): Michael Flynn
Materials from this session:

Details

  • Published On:8 Nov 2005
  • Took place at:Leonda by the Yarra, Hawthorn

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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