2020

2020 Death... and Taxes Part 5: Passing of a Life Tenant

Source: QLD

Published Date: 25 Jun 2020

 
Establishing a life interest in a deceased estate was once a popular estate planning strategy. With the increase in blended families and different competing interests for capital and income, life estates are again topical. This webinar explored the following aspects of life interests:
  • asset protection
  • choice of trustee
  • renouncing a life interest
  • competing interests of income and capital beneficiaries
  • family trust elections
  • death of the life tenant and vesting of the trust.

Passing of a life tenant

Author(s): Stuart Lecornu CTA
Materials from this session:

Details

  • Published On:25 Jun 2020
  • 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.

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