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  Miscellaneous 2010

Trusting into the future

Source: National

Published Date: 19 Aug 2010

 

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This paper covers:
  • using multiple appointors and other inter-generational control mechanisms
  • dealing with UPEs and 'at call' loans
  • exercising a power of advancement to resolve conflicts
  • other considerations
  • family trust elections
  • trust splitting
  • changes to deeds and their effects on losses and pre-CGT status of trust assets.
This paper was also delivered at Trusts & Estates Club - Wills and Family Discretionary Trusts – A Nightmare Scenario for Some Clients? on 15 September 2010.
Author(s)

Individual Session

Trusting into the future

Author(s): Tony Riordan
Materials from this session:

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Miscellaneous 2010

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