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Recorded Webinars
Recorded Webinar: Blended Families, Family Trusts and the Bullet Proof Estate Plan
Family trusts can be a useful generational planning tool, particularly when they involve blended families. This session examines how family trusts can be used to keep both the surviving spouse and adult children happy with the estate plan. It covers: Use o
PRESENTED BY
James Whiley
Special Counsel, Hall
Date/Time
About the Webinar
Family trusts can be a useful generational planning tool, particularly when they involve blended families. This session examines how family trusts can be used to keep both the surviving spouse and adult children happy with the estate plan. It covers:
- Use of life interests and rights of residency in the family trust to the surviving spouse:
- Who bears the costs of the property - tenant or the family trust?
- Creating income streams via trust resolutions versus creation of life interests
- Life interests and the CGT consequences
- Succession planning options for discretionary family trusts in a blended family
Presented By
James Whiley
Special Counsel, HallWho Should Attend?
This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
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]