shopping_cart

Your shopping cart is empty

Perpetuity periods, vesting dates and winding up a trust paper

Published on 20 May 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • vesting
  • practical implications of vesting
  • tax consequences and issues when a trust vests
  • extending the vesting date.

Author profiles

William Moore
William is a Wills, estates and succession planning lawyer, and provides regular advice to clients around personal and business succession planning (including preparation of complex Wills and powers of attorney), estate administration, estate disputes, and trust advice (including establishment, ongoing control, variations, resettlements and vesting issues). William has more than 10 years' experience, and is a member of the Law Institute of Victoria and the Society of Trust and Estate Practitioners. - Current at 31 May 2019
Click here to expand/collapse more articles by William Moore.
Jacinta Bolzonello
Andrew O'Bryan CTA
Andrew O’Bryan, CTA, is a senior Tax Partner at Hall & Wilcox Lawyers. He has more than 35 years’ experience giving expert tax advice to private business and wealthy family groups. He has particular expertise in the tax aspects of succession planning and in managing complex disputes with the ATO. - Current at 24 September 2018
Click here to expand/collapse more articles by Andrew O'BRYAN.

 

This was presented at Trusts Masterclass .

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

Individual sessions


Trust current issues and hot topics

Author(s):  Fiona DILLON

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse