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  Estate planning Succession Trusts

Family trusts: Successful succession

Source: New South Wales

Published Date: 4 May 2011

 

This presentation covers:

  • do you talk about succession with your clients?
  • understand the trust deed and what can go wrong, then decide whether to address the risks
  • not only death - Consider disability, children predeceasing, etc
  • short term planning is always an optionit is not possible to guarantee that disputes will be avoided
  • NSW notional estate provisions must be considered
  • as must family law issues.

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Individual Session

Family trusts: Successful succession

Author(s): Bernie O'Sullivan
Materials from this session:

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Details

  • Published On:4 May 2011
  • Took place at:Grace 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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Estate planning Succession Trusts 2011

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