Appointor insane? Family Trust succession planning

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26/02/2018

Appointor insane? Family Trust succession planning

Family Trust succession planning Many assets don’t go into your 3-Generational Testamentary Trust Will at death. These assets do not go into your Will joint tenancy superannuation (well not automatically) cross-owned insurance Family Trust assets (except for loan accounts). My doctoral thesis was on succession planning. And I can tell […]