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Control of trusts presentation

Published on 28 Oct 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • different types of controllers:
    • trustee
    • appointor
    • guardian
  • how and when to appoint new officeholders
  • role of corporate appointor.

Author profiles:

Heather Greatrex CTA
Heather is a Senior Manager in the EY Private Client Service practice. She has a focus on family businesses and high net wealth families, understanding the management of generational wealth and assets within the family group. Heather is part of EY's Global Family Business Centre of Excellence which co-ordinates and delivers EY's research into family controlled enterprises. Heather's key specialties include family succession and governance; family business commercial advice, business planning, business restructuring and asset protection; family business tax and accounting compliance. Current at 14 March 2016 Click here to expand/collapse more articles by Heather Greatrex.
 
Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. Current at 07 April 2015 Click here to expand/collapse more articles by Peter VILAYSACK.

This was presented at Estate Planning.

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