Tax Implications for Estate Structures
Issues covered include: testamentary trust, deceased estates, transferring control, loan accounts, unpaid present entitlements
Description
It’s an age old idiom that nothing is certain in life but death and taxes, and in the complex world of estate planning the two go hand in hand. Unlock the latest tax strategies and best practice advice on estate structures for your client.
Tax Implications for Estate Structures
Explore the tax issues that need to be considered when implementing an estate plan or administering an estate, including:
- The tax implications of establishing, administering and vesting a testamentary trust
- Tax office guidance in relation to the taxation of deceased estates, including PCG 2018/4 and PCG 2019/5
- Transferring control of existing companies and trusts under an estate plan
- Dealing with loan accounts and unpaid present entitlements after the death of a party
Presented by Patrick Ellwood, Director, Clover Law
This webinar will be streamed at AEDT
Accreditation
Attend and Earn 1 CPD Hour
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Presenters
Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners. He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection. He has acted for a wide variety of family businesses, farming families, entrepreneurs and startup businesses, located across Australia. He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks. Patrick is passionate about helping individuals and business owners grow their wealth and achieve a successful transition of their legacy to the next generation.