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  Capital Gains Tax (CGT) Litigation Shares

Succession planning to avoid disputes between trustees & beneficiaries

Source: National

Published Date: 2 Mar 2016

 

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This paper covers:

  • removal of a trustee by the court
  • trustee duties
  • returning to the analysis and outcome in Benson
  • could the parents in Benson have avoided removal?
  • what were their succession planning options before the relationship broke down and a dispute arose?
  • was there a failure to follow the notice requirements?
  • loan/beneficiary accounts considerations.
Author(s)

Individual Session

Succession planning to avoid disputes between trustees & beneficiaries

Author(s): Sam Mccullough ATI
Materials from this session:

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Details

  • Published By: Sam Mccullough ATI
  • Published On:2 Mar 2016
  • Took place at:Grand Hyatt, Melbourne

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Capital Gains Tax (CGT) Litigation Shares State taxes Payroll tax Land tax Estate planning Succession Trusts 2016

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