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  Miscellaneous 2008

Estate planning and discretionary trusts

Source: Victoria

Published Date: 26 Mar 2008

 

This presentation covers:

  • testamentary dealings by "baby boomer" generation clients with discretionary trust assets:
    • succession issues for family discretionary trusts in the context of the parents' wills
    • estates pass to each other and then to the children equally
    • corporate trustee owned and controlled by one or both parents
    • either or both parents are Appointors and may or may not be Guardians
    • two or more adult (or mostly adult) children
  • specific objective - minimise scope for disputation and particularly litigation.

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Details

  • Published By: Tony Riordan
  • Published On:26 Mar 2008
  • Took place at:RACV Club, Melbourne

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Miscellaneous 2008

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