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Discretionary trusts presentation

Published on 25 Aug 21 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presenation covers:

  • What happens if the trustee makes a mistake in sending income to someone?
  • Can a trustee exclude someone from being a beneficiary? Is there any come-back on that?
  • What can the beneficiaries do to get mistakes fixed?
  • What is the difference between the trust deeds modelled on the Ramsden case, and the BRK (Bris) case?
  • How do you extract information from the trustees, to find out what they have done?
  • What can go wrong with trust administration?

Author profile

David Marks QC CTA
David is a commercial Silk at the Queensland Bar practising principally in tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute and other professional bodies. He is a Chartered Tax Adviser and a registered Trust and Estates Practitioner. He received The Tax Institute’s Meritorious Service Award in 2013, and is on TTI’s Editorial Board. David also serves on the disciplinary panel of an international practitioner association. - Current at 09 September 2021
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Discretionary trusts

Author(s):  David W MARKS

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