#112 - Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning

In many holistic estate planning exercises arguably the most strategic question to resolve is how to manage wealth controlled via one or more discretionary trusts.

This webinar explores the key issues with the main alternatives for discretionary trust structures in holistic estate planning, including:

1. Unbundling the 'go-to' strategies including corporatisation, splitting and cloning

2. Worked examples of each main type of restructure

3. Analysing the key tax consequences of each approach

4. Exploring fundamental re-engineering strategies such as vesting and conversion

5. Numerous case study examples

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Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning