Miscellaneous 2006

Trusts and succession planning

Source: TAS

Published Date: 21 Oct 2006

 

As clients continue to adopt more sophisticated structures for business and investment, greater planning is required in order to ensure that a client’s estate and succession planning objectives are met. This presentation considers some of the opportunities and traps that arise with trust structures in a succession planning context including:

  • are people whom we think are beneficiaries really beneficiaries?
  • the role of the appointor/guardian/supervisor in passing control to the next generation
  • testamentary trusts - some key issues
  • ownership of main residence and tax implications of occupation rights
  • trust cloning or splitting - what are they and what are the traps?

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Individual Session

Trusts and succession planning

Author(s): Daniel Smedley CTA
Materials from this session:

Details

  • Published By: Daniel Smedley CTA
  • Published On:21 Oct 2006
  • Took place at:Doherty St. Helens Resort

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The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

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