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Case Study – “Gifts and Asset Divestment in Estate Planning and Asset Protection”

August 8, 2016 By Jason Coluccio

How the family home can stay in an individual’s name for the purpose of the CGT main residence exemption yet the value can in someone else’s hands. It illustrates the pros and cons of asset divestment to the next generation during the lifetime of the senior generation and how it should and should not be done. Doris and David Day married in 1975 at the age of 30. Doris was born into a wealthy … [Read more...]

Filed Under: General Wills & Estate Information, Estate Case Studies Tagged With: Gift and Asset Divestment

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  • Home
  • About
  • Focus
    • Estate Planning
      • Probate
      • Estate Administration
      • Inheritance Claims
    • SuperAnnuation & Death Benefits
    • General Commercial Drafting & Transactions
    • Family Law
      • Family Law Property Settlement
      • Family Law – Childrens Matters
    • Conveyancing and Form 1 Preparation
  • Team
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    • Anna Arace
  • News
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