Tax-effective Passing Control of Family Discretionary Trusts

Tax-effective Passing Control of Family Discretionary Trusts
Minimising disputes of passing control to the second generation.

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


Nathan Yii is an experienced structuring and estate planning lawyer and is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia and also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter and shares his insights with financial and legal practitioners. He is Chartered Tax Advisor, an SMSF Specialist Advisor and a lecturer in the College of Law’s Master of Laws program and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. 
16/04/2019 11:00 AM - 16/04/2019 12:30 PM
Online, Australia

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