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Perpetuity periods, vesting dates and winding up a trust paper


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
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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
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This was presented at Trusts Masterclass .

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