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Trust Law Essentials

Published on 18 Jun 2002 | Took place at Leonda by the Yarra, Hawthorn, VIC

This seminar explains how a trust deed works, what the wording means, how it should be applied in practice and compare trust and company structures.

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Individual sessions

Reading a family trust deed

Author(s):  Graeme HALPERIN This seminar paper discusses family trust deeds including: what is a settlor, what is the role of an appointor and a guardian, why do we need a vesting day, what are default beneficiaries, how can a trust deed be varied, what is net income in a trust deed and how is it distributed, can the same trustee act for different trusts, and how can trust capital be distributed.

Materials from this session:

Discretionary trust versus unit trust versus company

Author(s):  Jack STUK This seminar paper discusses the different features of discretionary trusts, unit trusts and companies, focussing on the advantages and disadvantages of each for trust law, taxation, commercial and estate planning purposes.

Materials from this session: