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Recorded Webinars
Recorded Webinar: The Family Trust is Vesting: Now What for the Estate Plan?
Other than in South Australia, trusts don’t go on forever. What happens when the time has passed and your clients are living with a trust that has vested, or a date is imminent? The courts appear to be less willing to give extensions and knowing what to do is often a difficult p
PRESENTED BY
Brian Hor
Wills & Estate Planning Lawyer -
Date/Time
About the Webinar
Other than in South Australia, trusts don’t go on forever. What happens when the time has passed and your clients are living with a trust that has vested, or a date is imminent? The courts appear to be less willing to give extensions and knowing what to do is often a difficult predicament to be in. This session looks at:
- The trust has vested:
- it vested years ago
- vesting has just been accidentally triggered
- Consequences of vesting:
- there is a fixed trust
- appointment of recipients
- default beneficiaries
- CGT – when and how will it apply?
- Avoiding vesting:
- why do you need to do it?
- extending the vesting date by varying the deed
- application to the Court – WE Pickering Nominees (VSC) and other recent cases
- transferring trust domicile to South Australia – practical strategy or pipe dream?
- How to plan around an inevitable vesting:
- how to direct the trust assets
- companies – individuals
- restructures in anticipation of vesting
Presented By
Brian Hor
Wills & Estate Planning Lawyer,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.
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]