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Recorded Webinars
Recorded Webinar: Family Trusts - Estate Planning for the Second Generation
When it comes to passing control of discretionary trusts to members of the second generation, careful planning is needed to ensure maximum taxation advantage and minimum potential for conflict. This session covers the essentials, including: Managing contr
PRESENTED BY
Jim Main
Partner, JMA
Date/Time
About the Webinar
When it comes to passing control of discretionary trusts to members of the second generation, careful planning is needed to ensure maximum taxation advantage and minimum potential for conflict. This session covers the essentials, including:
- Managing control of family trusts – the legal mechanisms
- Changing control of trusts
- Passing control to the next generation:
- Minimising disputes between members – use of family agreements and shareholder agreements
- Minimising the tax implications
- Key drafting provisions to include to avoid disputes
- Lessons from recent cases
Presented By
Jim Main
Partner, JMAWho Should Attend?
This webinar is suitable for lawyers and accountants 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.
CPD Information
Accountants can claim 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. Lawyers can claim 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour.
WA lawyers – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.
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]