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Trusts : Vesting, “ruling from the grave”, splitting, cloning, umbrella & master trusts, and more! presentation

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

This presentation covers:

  • why trusts can’t last forever—“rule against perpetuities” (RAP)
  • what happens when trust reaches vesting day & vests?
  • can you extend vesting day of a trust?
  • what if vesting day has already passed?
  • can testator or settlor “rule from grave” using SA perpetual trust?
  • can estate planning objectives be achieved by cloning & splitting?
  • can estate planning objectives be better achieved by umbrella or master trusts?

 

Author profile

Michael BUTLER
Michael Butler FTIA is a Partner at Finlaysons' Tax & Revenue Group. Michael advises both domestic and foreign clients on federal, international and state tax matters, and has a special interest in property tax issues. Michael is the author of the book "Australian Federal Company Taxation" and a regular contributor to Taxation Institute of Australia events.
Current at 23 March 2009
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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.

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