8 CPD Hours | Early bird now available
Focusing on current topical and important issues, the Trusts Intensive is an in-depth exploration of this complex area of tax.
The two-day program covers all the issues practitioners need to be aware of when advising their clients including topical discsussions about the latest developments as well as key conversations about essentials for all practitioners advising on trusts.
Held over two days, our online format offers you the flexibility to watch the event live or at your own pace via our virtual attendee platform.
Delivered by subject matter experts, your participation in this Intensive will help you unpack all of the latest changes in this constantly shifting area of tax.
Event Details
Early bird registration
$ 995 (Member)
$ 995 (New Member*)
$ 1,295 (Non Member)
Session 1: Unpaid present entitlements (UPE’s)
Speakers: Mark West, CTA, West Garbutt, Alex Whitney, CTA, West Garbutt
Session 2: Absolutely entitled? Absolutely unclear?
Speaker: Tracey Dunn, EY
Session 3: Trust Deeds and Distribution Minutes
Speaker: Greg Russo, Greg Russo Law
Session 4: Duties and trusts
Speaker: Matthew Cridland, CTA, K&L Gates
Session 5: Are you sure making a family trust election was a good idea?
Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers
Session 6: s99B
Speakers: Neil Brydges, CTA, Sladen Legal, Kaitilin Lowdon, ATI, Sladen Legal
Session 7: Investment Trusts
Speaker: Lisa Cusano, Alvarez & Marsal
Session 8: Back to basics on restructuring trusts
Speaker: Laura Spencer, ATI, KHQ Lawyers
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