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Powers of Appointment presentation

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

Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012. - Current at 04 January 2018
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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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