Family discretionary trusts should be carefully considered in a family’s wealth structure from an estate planning, taxation and wealth management perspective. In this webinar, you will learn the importance of having (and passing) control of a family discretionary trust, how these trusts are dealt with during one’s lifetime and on death in light of an individual’s estate and succession plan. This webinar will also highlight the tax issues that need to be considered when changing control of trusts and also passing control to members of the second generation and how best to pass control to minimise tax and disputes between second generation members. A case study will be used to highlight these points.
CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion
Presented by: Nathan Yii