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From whoa to go - controlling companies and trusts after death. Seminar paper. May 2017
Author:
Burgess, Matthew ; Television Education Network (TEN) ;
Year:
2017
Format:
Seminar Paper
Call No:
F KN 120 B 4
Publisher:
Melbourne, Vic.: Television Education Network (TEN)
Subject:
Estate Planning ; Succession Planning ; Family Companies ; Family Trusts ; Trustee Companies ;
Keywords:
1. Introduction -- 2. Assets which do not form part of the estate -- 3. Family constitutions -- 4. Developing the succession strategy -- 5. Process for implementing a family constitution -- 6. Legal documentation -- 7. Control of trusts and 'bespoke' constitutions -- 8. Corporations Act -- 9. Related control issues -- 10. Three key cases -- 11. Conclusion -- Schedule 1. Family constitution key terms -- Schedule 2. Shareholders agreement key terms
ISBN/ISSN:
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The sixth annual estate planning and asset protection conference. Seminar papers. March 2012
Author:
Spink, Craig ; Szabo, Peter ; Wyeth, Chris ; O'Bryan, Andrew ; Morton, Amanda ; O'Sullivan, Bernie ; McKnoulty, Peter ; O'Connor, Damian ; Fredriksen, Frances ;
Year:
2012
Subject:
Estate Planning ; Shareholder Agreements ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Business Succession ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Trust Deeds ;
The seventh annual estate planning and business succession conference. Seminar papers. March 2013
Author:
O'Bryan, Andrew ; Ellwood, Patrick ; Butler, Michael ; Swan, Allan ; Spink, Craig ; Herd, Brian ; Monahan, Robert ; Morton, Amanda ; McMillan, Jennifer ; Perkins, Michael ; Weir, Belinda ;
Year:
2013
Subject:
Estate Planning ; Life Interests ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Business Succession ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Self Managed Funds ;
Succession law conference 2014. Seminar papers. 12 September 2014
Author:
Wilson, Kathy ; Hartnett, Justin ; Robertson, Penny ; McMillan, Kate ; Hanscombe, Kristine ; Boaden, Richard ; Riordan, Tony ; Sparks, Robyn ; Anderson, Ross ; Park, Geoff ; Wraith, Lachlan ; Chapman, Mercia ;
Year:
2014
Subject:
Succession ; Legal Drafting ; Costing ; Succession Planning ; Forms & Precedents ; Estate Planning ; Family Trusts ; Discretionary Trusts ; Testamentary Trusts ; Executors ; Probate ; Drafting ;
The eighth annual estate planning conference. Seminar papers. March 2014
Author:
Bourke, Stephen ; Broderick, Philip ; Morton, Amanda ; Jeremiah, Rob ; Bobbin, Peter ; Herd, Brian ; Sheehan, Michele ; Monahan, Robert ; McMillan, Jennifer ; Burgess, Matthew ; O'Bryan, Andrew ;
Year:
2014
Subject:
Estate Planning ; Binding Financial Agreements ; Tax Planning ; Family Trusts ; Succession ; Succession Planning ; Testamentary Trusts ; Wills ; Death Benefit Payments ; Testators Family Maintenance ;
Intra-Family agreement as an alternative to formal asset transfers to difference settings. Seminar paper. September 2012
Author:
McKnoulty, Peter ;
Year:
2012
Subject:
Estate Planning ; Trusts ; Tax Planning ; Succession Planning ;
Passing down the family farm to the next generation. Seminar paper. January 2016
Author:
Brauman, Jacqui ; Television Education Network (TEN) ;
Year:
2016
Subject:
Estate Planning ; Succession Planning ; Farms ; Farmers ;
Worlds in collision - estate planning & family law. Seminar paper. March 2016
Author:
Rajah, Vic ; Television Education Network (TEN) ;
Year:
2016
Subject:
Family Law ; Trusts ; Family Trusts ; Discretionary Trusts ; Estate Planning ;
Passing down the family farm. Seminar paper. November 2016
Author:
Muntz, Paul ; Television Education Network (TEN) ;
Year:
2016
Subject:
Estate Planning ; Succession Planning ; Farms ; Farmers ;
Estate planning for the rich & famous. Seminar paper. January 2017
Author:
Grant, Steven ; Ranson, Melinda ; Television Education Network (TEN) ;
Year:
2017
Subject:
Estate Planning ; Family Arrangements ; Deeds ; Gifts ; Testators Family Maintenance ; Family Trusts ; Capital Gains Tax ;
Succession of family trusts in blended families : understanding control issues. Seminar paper. May 2017
Author:
Woolley, Emma ; Whiley, James ; Television Education Network (TEN) ;
Year:
2017
Subject:
Family Trusts ; Succession ; Trustees ; Estate Planning ; Superannuation ;
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