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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. This session covers the essentials, including: Managing control of family trusts – the legal mec
PRESENTED BY
Steven Jell
Senior Associate, Cooper
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. This session covers the essentials, including:
- Managing control of family trusts – the legal mechanisms
- Changing control of trusts
- Passing control to the next generation:
- Determining the objective of the transfer:
- to one child/family group
- to some children
- to all children
- Minimising disputes between members – use of family agreements and shareholder agreements
- Mechanisms for dividing trust assets among siblings
- Minimising the tax implications
- Can Div 152 be used to obtain a cost base uplift?
- Lessons from case law, including Mercanti
- Case study: blended families, estate planning for the next generation and the family trust
Presented By
Steven Jell
Senior Associate, CooperWho 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. Lawyers can claim 1 CPD unit/point – substantive law .
WA lawyers – From 1/4/2021, due to changes to your CPD 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]