Miscellaneous 2008

Family trusts: Successful succession

Source: New South Wales

Published Date: 23 Jul 2008

 

Passing control of a family trust from one generation to another requires detailed planning and careful consideration of trust and tax law.
This presentation covers:

  • who controls family trusts?
  • a brief look at options for succession
  • dealing with disputes
  • do letters of wishes work?
  • does the adviser have a role?
  • should you amend the trust deed now?

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Individual Session

Family trusts: Successful succession

Author(s): Bernie O'Sullivan

Details

  • Published By: Bernie O'Sullivan
  • Published On:23 Jul 2008
  • Took place at:Marriott Hotel, Sydney

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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Miscellaneous 2008

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