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100870
Recorded Webinars
In the world of trust and estate planning, there is much focus on setting up trusts. However, what is less known is exactly what happens when the trust eventually vests. This session will consider what happens - and what should happen - when a trust does vest. It covers: What

Date/Time

About the Webinar

In the world of trust and estate planning, there is much focus on setting up trusts. However, what is less known is exactly what happens when the trust eventually vests. This session will consider what happens - and what should happen - when a trust does vest. It covers:

  • What to do if it is discovered that a trust has already vested unbeknown to the trustee or firm:
    • legal and tax ramifications
    • effect of distributions made ultra vires
    • practice management tips for avoiding this situation
  • Common issues which arise when trusts vest and how to plan for these
  • Proactive vesting of a trust - what this means and when to consider it
  • Tips for drafting documentation with vesting in mind
  • Practical case studies

Presented By

Dung Lam
Principal, West Garbutt Sydney, NSW

Dung is a principal lawyer of West Garbutt, based in Sydney. Dung has two decades of experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and NSW state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on the taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning.

Dung provides clients with tax legal services and solutions. She works with clients and their advisers to devise tax effective strategies to undertake acquisitions and disposals of assets and businesses, business restructures, domestic and international business expansions, and business and personal succession planning. Dung also acts for clients in negotiations and disputes with Australian revenue authorities. She has managed ruling applications, tax risk reviews, tax audits, tax objections, voluntary disclosures, tax litigation and tax debt negotiations.

Clients whom Dung has assisted include corporates, high-net wealth individuals and families, and their advisers.

Dung regularly presents on tax and superannuation matters to accounting and tax discussion groups and recognised bodies such as the Tax Institute, Legalwise and the Television Education Network.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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