Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
81918
Recorded Webinars

Recorded Webinar: 10 Succession Options for Family Trusts

Allan Swan delivers his quarterly estate planning briefing – a must for all estate planning practitioners. In this session, Allan considers 10 succession options for family trusts. For many clients, a critical aspect of Australian estate planning is determining what h
PRESENTED BY Allan Swan Director - Estate Planning Equation , Melbourne

Date/Time

About the Webinar

Allan Swan delivers his quarterly estate planning briefing – a must for all estate planning practitioners. In this session, Allan considers 10 succession options for family trusts.

For many clients, a critical aspect of Australian estate planning is determining what happens to the assets held in existing discretionary family trusts, particularly when the next generation includes 2 or more siblings. This webinar looks at the advantages and taxation and other pitfalls of 10 succession options, namely:

  • Sole control by one child (with compensation to the other children via super or personal estate)
  • Sole control of NSW jurisdiction trust by favoured child
  • Sole control of ex-NSW jurisdiction trust by favoured child
  • Conversion of trust into umbrella trust with default distributions to children’s trusts
  • Umbrella trust, but with forward distribution resolutions instead
  • Splitting the trusts into subtrust.
  • Reduction of net assets to nil, eg via asset revaluation reserve
  • Neutral control
  • Provisional winding up, eg when current generation dies
  • Immediate winding up

Presented By

Allan Swan
Director, Estate Planning Equation Melbourne, Vic

Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of Preventative Law:

  • Asset Protection
  • Deceased Estate Taxation
  • Dispute Prevention
  • Estate Planning
  • Preventative Law Strategy
  • Special Disability & Protective Trusts
  • Structuring
  • Superannuation
  • Tax Considerations
  • Testamentary & Family Trusts

Allan also provides practitioner training and speaking services in the above areas and is an adjunct lecturer in the College of Law’s applied law master’s program. He is also an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner.

Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This is an update webinar on recent developments in this area.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

Go to top