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Case studies : choosing the right asset protection structure. Seminar paper. May 2016
Author:
Milidoni, Andy ; Television Education Network (TEN) ;
Year:
2016
Format:
Seminar Paper
Call No:
F KM 337.35 M 3
Publisher:
Melbourne, Vic.: Television Education Network (TEN)
Subject:
Assets ; Tax Planning ; Estate Planning ; Discretionary Trusts ;
Keywords:
Introduction -- Disclaimer -- Understanding who is at risk to determine right asset protection structure -- Special problems with risk -- Use of company or discretionary trust -- Use of testamentary trusts - a given in asset protection matters or not? -- Asset distribution methods - how will this affect choice of structure? -- Use of corporate trustee - is this the preferred trustee type? -- Determining the correct shareholding in corporate trustee -- Determining the appointor -- Choice of structure and asset protection tools such as financial agreements? -- Use of bucket companies and UPE's - who should hold shares in bucket companies -- Conclusion
ISBN/ISSN:
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