Blended Families - A Succession Planning Minefield

Blended Families.jpg
Blended Families.jpg

Blended Families - A Succession Planning Minefield

$99.00

Succession disputes are more likely to arise in blended families. If you have clients with a blended family, they need to be aware of this risk and carefully consider issues such as:

  • Who to appoint to control finances, superannuation and family trusts, if they lose capacity.

  • Mutual wills – are they really effective?

  • Is a life interest to the surviving spouse the best solution?

  • Why do most SMSF death benefit court disputes involve blended families and how can this be avoided?

  • Do clients always have a legal responsibility to provide for a spouse and children?

  • Tax strategies for the main residence and superannuation

  • Controlling the family trust after death

  • Strategies to reduce the risk of costly disputes

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