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Powers of Appointment paper

Published on 31 Oct 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Do you understand the importance of the role and power of the appointor under a discretionary trust including:

  • the trust law position
  • the impact in relation to Family Law 
  • the impact in relation to Family Provision Legislation
  • the impact in relation to income tax
  • allowing for inter-generational change
  • some war stories.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
Click here to expand/collapse more articles by Ken SCHURGOTT.
 

This was presented at NSW 10th Annual Estate and Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions




Do you need to be putting in place a guardianship agreement as well as an enduring power of attorney?

Author(s):  Richard NEAL

Materials from this session:

Further details about this event:

 

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