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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
Format:
Seminar Paper
Call No:
F KN 125.5 W 1
Publisher:
Melbourne, Vic.: Television Education Network (TEN)
Subject:
Family Trusts ; Succession ; Trustees ; Estate Planning ; Superannuation ;
Keywords:
1. Introduction -- 2. Control of trusts -- Answers? -- Control -- Sole controllers vs joint controllers -- 'Independent' trustees -- Corporate appointors -- Corporate trustee and constitutional control -- 'Family agreement' -- Communication and family governance -- Councils and constitutions -- 3. Superannuation -- Introduction - 'belt and braces' - Who can get control? -- How to manage succession of control? -- 'Guardians' -- Is conflict an issue to consider? -- 2017 superannuation changes -- 4. Trusts, tax and 'un-blending' -- Restructure -- Beneficiary renouncing an interest in a discretionary trust -- Carried-forward tax losses -- Pre-CGT assets -- Amending the deed -- 5. Conclusion -- 6. Acknowledgments -- 7. Disclaimer
ISBN/ISSN:
[?]
Notes:
Also titled: Succession of family trusts in blended families : understanding the trustee and appointor control issues
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1 1 Missing F KN 125.5 W 1 For Loan Available
2 2 Missing F KN 125.5 W 1 For Loan 06/01/2020
3 3 On Shelf F KN 125.5 W 1 For Loan Available
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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 ;
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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 ;
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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:
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Subject:
Succession ; Legal Drafting ; Costing ; Succession Planning ; Forms & Precedents ; Estate Planning ; Family Trusts ; Discretionary Trusts ; Testamentary Trusts ; Executors ; Probate ; Drafting ;
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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 ;
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Author:
Dealehr, Cate ; Brown, Catherine ; Kinsey, Daniel ; Brennan, Georjeana ; Pakula, Jennie ; Englefield, Judicial Registrar ; Chapman, Mercia ; Yii, Nathan ; Flynn, Michael ; Wall, Martina ; Wells, Rick ;
Year:
2019
Subject:
Succession ; Professional Conduct ; Taxation ; Case Law ; Executors ; Executors And Administrators ; Costs ; Case Management ; Estate Planning ; Superannuation ; Death Benefit Payments ; Testamentary Trusts ; Legal Ethics ;
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Author:
Coates, Eleanor ; Mason, Ben ; Raspin, Ian ; Bartfeld, Anita ; Yii, Nathan ; Wotherspoon, Scott ; Grigoriou, Georgina ;
Year:
2019
Subject:
Succession ; Testators Family Maintenance ; Elder Law ; Administration of Estates ; Executor's Commission ; Estate Planning ; Oaths ; Affirmation ; Statutory Declarations ; Taxation ; Elder Abuse ; Superannuation ; Self Managed Funds ; Wills ;
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Author:
Wilson, Kathy ; Bender, Philip ; Davis, David ;
Year:
2012
Subject:
Succession ; Wills, Probate And Administration ; Executor's Commission ; Legal Professional Privilege ; Superannuation ;
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Author:
0'Sullivan, Bernie ;
Year:
2012
Subject:
Estate Planning ; Death Benefit Payments ; Superannuation ;
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Author:
Monahan, Robert ; Jackson, Clinton ; Munro, Ken ; Williams, Richard ; Whitla, Scott ; Dixon, Jennifer ; Verspaandonk, Andrew ; Ellison, Lindsay ; Armfield, John ; Smyth, Christine ; Kennedy, Anthea ; Herd, Brian ;
Year:
2014
Subject:
Wills, Probate And Administration ; Executors ; Estate Planning ; Professional Negligence ; Beneficiaries ; Superannuation ; Disputes ; Testamentary Trusts ; Drafting ;
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Author:
Wilson, Kathy ; Derham, Mark ; Hardingham, Ian ; Flynn, Michael ; McOmish, Carol ; McOmish, Nathan ; Pascoe, Peter ; Grano, Phil ; Nihill, Genevieve ; Trimbos, Peter ;
Year:
2015
Subject:
Succession ; Self Managed Funds ; Superannuation ; Power of Attorney ; Guardianship ; Legal Profession Uniform Law ; Legal Drafting ; Costing ; Succession Planning ; Forms & Precedents ; Probate ; Ademption ; Gifts ; Taxation ; Testators Family Maintenance ;
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