Prepare your clients for Australia’s largest intergenerational wealth transfer. Dive into estate planning for non-estate assets, where our presenter, will dissect passing control and succession for discretionary trusts. Using real life case studies, this session guides you to seamlessly transfer control and benefit of trust assets to the next generation while meeting your client’s objectives. Unlock practical tips to:
- Review a Trust Deed – Appointor and Trustee succession? Beneficiaries? Power to amend? Vesting Date?
- Deal with lost deeds, deeds of amendment and NSW tax implications.
- Consider trustee discretion, hardwire the terms of the trust or wind up the trust?