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  2022

Trusts Intensive

Source: National

Published Date: 2 Jun 2022

 
This event covered the following:
  • How to identify and deal with fixed trusts and public trading/institutional trusts
  • Potential implications of FTEs and FTDT
  • Importance of understanding the terms of the trust deed
  • What happens if there in an insolvency event
  • Succession and estate planning considerations
  • International aspects of using trust structures
  • Distributions from trusts and s100A.

Estate and succession planning consideration

Author(s): Michael Flynn KC, CTA-Life
Materials from this session:

Anatomy of a Trust Deed

Author(s): Julie Van Der Velde CTA
Materials from this session:

Trust distributions in the new world order? Where are we on Section 100A

Author(s): Mark West CTA , Louise Clarke
Materials from this session:

I say unit trust you say fixed trust

Author(s): Daniel Smedley CTA
Materials from this session:

Insolvency

Author(s): Mark Gioskos FTI
Materials from this session:

FTEs and FTDTs - the potential limitations of a wide class of discretionary beneficiaries

Author(s): Linda Tapiolas CTA
Materials from this session:

International aspects of Trust planning/99B

Author(s): Jim O’Donnell CTA
Materials from this session:

Details

  • Published On:2 Jun 2022
  • Took place at:Online

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2022

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