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  Estate planning 2015

Cutting edge estate planning techniques

Published Date: 21 May 2015

 

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This video is a filmed session from the NSW 8th Annual Tax Forum, powerpoint slides are incorporated with the presentation.

This video discussed tools, tips and new techniques practitioners are utilising to help families achieve their succession planning objectives including:

  • family constitutions/deed of family arrangements - what they are, what they cover and how to make them work well
  • how do they help address family law and asset protection issues?
  • what to look out for when reviewing family group structures
  • interlocking wills and testamentary trusts
  • dealing with control and ongoing business management.
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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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