This final part of a three-part discussion on estate planning looks at the management of trusts and companies.

Michael Jones and Greg Keady examine the tax consequences of transferring assets in a trust, and what happens with cash and shares in a company when you’re gone. They offer their final thoughts on a long-term strategy which can affect the financial and emotional stability of a family.

 

Audio by Business Essentials. For more business interviews please visit http://www.be.com.au/business-essentials-audio-programs