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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 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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