#52 – Lost trust deeds – some solutions

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In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key 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:

  • Where to look, who to contact and when to give up
  • tax and stamp duty ramifications of a lost the deed
  • how to legitimately adopt a replacement trust deed
  • is court approval necessary
  • 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 clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be f assistance include:

  1. View apps
  2. Weekly View blog
  3. Published View books

Related articles:

Podcast #40 – TRUST HORROR STORIES… THE 3RD EDITION

Blog – Can trusts last forever now?

Listen to View’s previous episode here.

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ameliarees

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