Miscellaneous 2021

Tax effective resolution of trust and estate disputes: making the best of a bad situation

Source: Victoria

Published Date: 13 Jan 2021

 

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This podcast covers:

  • the nature of a dispute in wealth distribution and the claims at hand
  • ownership structures including personally held, family trust and superannuation
  • the tax implications in dealing with estate and wealth disputes and not losing track of the tax bill
  • tax-effectively addressing estate disputes by agreement or court order " what's the difference and what do they deal with?
  • Division 128 CGT Rollover and Victorian duty concessions on death and applying them in a dispute context
  • factoring in superannuation death benefits in the dispute and minimising death benefits tax; and
  • transferring control of family discretionary trusts without triggering tax
  • using tax planning as a bargaining tool in negotiating an outcome
  • remembering prevention is far better and cheaper than a cure.

Details

  • Published By: Nathan Yii
  • Published On:13 Jan 2021
  • Took place at:Online

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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.

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