22 June 2018 Florante Valdez

#39 – Trust Vesting – the key ramifications

This is a podcast of the ‘Trust Vesting – the key ramifications’ held on 3 May 2018.4-trust-vesting-the-key-ramifications-3-may-400-x-333

The range of issues that can potentially undermine the intentions of a trustee when a trust has, or is about to, vest is almost limitless.  The potential taxation and stamp duty consequences are similarly broad.

This presentation will use detailed case study examples to explore all key aspects of trust vesting, including:

  1.  with the tax and stamp duty implications of trust vesting
  2.  the fundamental practical issues
  3.  asset protection considerations
  4.  the impact on related estate planning arrangements
  5. possible work arounds, including accessing the ‘never ending’ trust regime

Related articles

Fairytale of Canberra** – The Tax Office plays Secret Santa as the long awaited guidance on trust vesting gets released
I fought the law … **
Trust distributions and the Domazet decision
Can trusts last forever now? **

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