Estate planning Succession Trusts

Trusts and passing control Trusts succession strategies

Source: National

Published Date: 26 Mar 2014

 

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This paper covers:

  • conflicting objectives in the succession of trusts
  • the trust due diligence
  • ownership, control and decision making
  • ownership
  • control through appointors
  • control through guardians
  • cecision making – the role of the trustee
  • trustee’s power of amendment
  • complex strategies.

Individual Session

Trusts and passing control - Trusts succession strategies

Author(s): Adam Levin

Details

  • Published By: Adam Levin
  • Published On:26 Mar 2014
  • Took place at:Hotel Grand Chancellor, Hobart

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 2014

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