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Topic: Discretionary Trusts Administration
Presenter: Ron Jorgensen, CTA, Thomson Geer
While many practitioners have advised clients on their trust arrangements for decades, the administration and taxation of discretionary trusts continues to be one of the most complex and challenging areas for legal and tax practitioners. This practical presentation will address common issues and recent changes to trust administration and to transactions confronting legal and tax advisers to manage trust arrangements risk from a commercial, legal, drafting and taxation liability perspective.
Ron will discuss
3:00pm - Registration, food and drinks, networking
3:30-5:00pm - Presentation
5:00 -5:30pm - Networking, food and drinks
When: Thursday, 30 November 2023
Where: UTAS, Room 611, Level 6, Vodafone Centre, 60 Argyle Street, Hobart
1.5 CPD hours