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Trusts: Vesting, ruling from the grave, splitting, cloning, umbrella and master trusts, and more! paper

Published on 08 Nov 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • rule against perpetuities
  • what happens when vesting day reached?
  • extending the vesting day
  • what if vesting day has passed?
  • can you “rule from the grave” in SA?
  • splitting & cloning trusts
  • umbrella trusts
  • master trusts.

 

Author profile

Michael Butler CTA
Michael is the Partner in charge of the Finlaysons Tax & Revenue Group. Michael advises domestic and foreign clients on federal, international and state tax matters, and has a special interest in mining and property taxation, corporate restructurings, cross-border investment, trusts, and estate and succession planning. Michael is a past chair of The Tax Institute’s South Australia State Council and a regular contributor to Institute events. - Current at 22 October 2018
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This was presented at 2018 WA Tax Intensive .

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

Individual sessions

Masterclass –Valuations in the tax arena: Methodologies, tax implications and recent legal cases

Author(s):  Nicki Ivory

Materials from this session:

Further details about this event:

 

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