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Trusts and asset protection - Best practice presentation

Published on 24 Nov 11 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • trust interests as property passing to trustee in bankruptcy
  • discretionary trusts - Property of bankrupt?
  • claims of retired trustees
  • income and capital distributions
  • Richstar (No. 6)
  • Kennon v. Spry.

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 19th National Tax Intensive Retreat .

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

Individual sessions

Exploring the trust deed - Why do we do what we do in drafting deeds?

Author(s):  AH (Tony) SLATER

Materials from this session:


Getting trust right: Lessons from the Federal Court

Author(s):  Jeffrey SPENDER

Materials from this session:



Trust mixed bag

Author(s):  Joanna MONAHAN

Materials from this session:


Workshop 1 - Trust distributions

Author(s):  David MARSCHKE

Materials from this session:

Workshop 2 - CGT small business concessions and trust audit issues

Author(s):  Mark NORTHEAST,  Chris WOOKEY

Materials from this session:

Further details about this event:

 

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