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  2006

Succession Planning Issues

Source: South Australia

Published Date: 31 Jul 2006

 
Testamentary trusts are a powerful tool ofter overlooked in succession planning. This practical session of case studies highlights who needs testamentary trusts and why they can be so effective and useful. This session gives practical insight into the relationship between the account/advisor and the lawyer, the problems with life tenancies, the importance of determining control of discretionary trusts, strategies to maximise asset protection for the beneficiaries of a Will, issues for second marriages, looking after an intellectually disabled child and deciding the ownershi[ of life insurance policies.

Succession Planning Issues

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

Details

  • Published On:31 Jul 2006
  • Took place at:Radisson Playford Adelaide

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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2006

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