Blended Families - A Succession Planning Minefield
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