#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

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

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

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #103 – Trust Distribution Disasters … & how to avoid them 

PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored 

Listen to View’s previous episodes here.