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Recorded Webinars

Recorded Webinar: Tax Challenges in Estate Planning for Dynastic Family Businesses

What is more important with estate planning – the family or the tax issues? This session will examine the critical need to strike a balance between the needs of different branches of the same family and the tax and stamp duty implications arising from the reorganization of assets

Date/Time

About the Webinar

What is more important with estate planning – the family or the tax issues? This session will examine the critical need to strike a balance between the needs of different branches of the same family and the tax and stamp duty implications arising from the reorganization of assets pre and post death. This session covers:

  • Testamentary arrangements to transfer family businesses to perpetual trusts - what are the tax duty implications?
  • Umbrella or master trusts to provide control of family trust groups - are there any tax traps?
  • Use of SA perpetual trusts to stream Australian income to Australian family members, and foreign income (tax free) to foreign beneficiaries - what are the benefits?
  • Trust splitting to give control over specific trust assets to specific family members
  • Trust splitting to divide control of single asset for separate family members - what are the tax and duty consequences?

Presented By

Edward Skilton
Principal, Special Counsel, Sladen Melbourne, Vic.

Edward is a Principal in the business law team at Sladen Legal in Melbourne, with a particular focus on equity, trusts and succession.

The focus of his dispute practice is on protecting at risk beneficiaries and others negatively affected by the decisions of the incumbent controllers of estates and trusts. He represents plaintiffs and defendants in the County Court and Supreme Court in matters relating to trust advice, replacement of executors/trustees, validity of documents and transactions (including SMSF and trust distributions) and claims for further provision.

On the planning side, Edward prepares complex estate plans and is particularly interested in assisting the owners of private business groups transfer the business to the next generation, as distinct from a sale to third parties.

Where there are concerns about a person’s ability to make decisions about their own finances (including business and investment assets) and care, Edward advises and represents clients in relation to administration and guardianship applications in the Victorian Civil and Administrative Tribunal including applications for advice regarding proposed transactions, conflict transactions and compensation.

Edward is recommended in Doyles Guide for Wills, Estates and Succession Planning Lawyers, Victoria.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. 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]

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