This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed.
Without a fully executed, ‘wet ink’ trust deed there can be disastrous tax, stamp duty and administration issues that arise.
This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including:
1. where to look, who to contact and when to give up
2. tax and stamp duty ramifications of a lost the deed
3. how to legitimately adopt a replacement trust deed
4. is court approval necessary
5. what the recent cases have been concluding – and why practical solutions
For access to more webinars and resources join one (or all) of the View Communities.
Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.
Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.
Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
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