maintenance
Miscellaneous
2021
Tax effective resolution of trust and estate disputes: making the best of a bad situation
Source: Victoria
Published Date: 13 Jan 2021
This podcast covers:
- the nature of a dispute in wealth distribution and the claims at hand
- ownership structures including personally held, family trust and superannuation
- the tax implications in dealing with estate and wealth disputes and not losing track of the tax bill
- tax-effectively addressing estate disputes by agreement or court order " what's the difference and what do they deal with?
- Division 128 CGT Rollover and Victorian duty concessions on death and applying them in a dispute context
- factoring in superannuation death benefits in the dispute and minimising death benefits tax; and
- transferring control of family discretionary trusts without triggering tax
- using tax planning as a bargaining tool in negotiating an outcome
- remembering prevention is far better and cheaper than a cure.
Individual Session
Tax effective resolution of trust and estate disputes: Making the best of a bad situation
Author(s):
Nathan Yii
Details
- Published By: Nathan Yii
- Published On:13 Jan 2021
- Took place at:Online
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.
Tags
Miscellaneous
2021
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