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Notes Online Home 2023 Deceased Estates Planning for the inevitable
Incorporating family entities into an estate plan
In this section of the notes, we discuss incorporating family entities into an estate plan under the following broad headings:
- Identifying the family’s objectives
- Issues with passing on control of family companies.
- Issues with passing on control of a unit trust.
- Issues with passing on control of assets held in a discretionary trust.
- Dealing with unpaid present entitlements.