Why wait? Lifetime Transfers of Family Assets and How to Do it Well

Learn how to implement lifetime transfers effectively, covering key structuring and tax considerations, CGT rollovers & more!

In this session, we cover:

• Understanding of when a lifetime transfer is the right call and how to know when the timing is wrong

• How to structure inter vivos transfers including key tax considerations

• Practical insights from case studies of successful and unsuccessful lifetime transfers

• Strategies for balancing control and transition between generations

• Awareness of risks associated with premature or poorly structured transfers.