Webinar - Use of different types of trusts and estate planning

Tuesday, 20 Feb 2018 12:00 AM

Melissa Lammers is presenting an online live webinar on "The use of different types of trusts and estate planning".

This session looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client.   We will look at what trusts are available to your clients and why you would use them. It covers:

  • Generation skipping trusts – when can they work?
    • providing for grandchildren and protecting assets from relationship breakdown in the second generation
    • cascading generation skip trusts
  • Hybrid unit trusts – estate planning when hybrid unit trusts are involved – pros, cons and the concerns of the ATO
  • Capital protected trusts – using for the benefit of the second spouse and protecting assets of children from the first marriage
  • PS LA 2003/12 and recent ATO comments

To register for the webinar, click here.



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