In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.
With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers.
In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required.
Using stories and case study examples, this webinar will explore a range of issues in relation to all key forms of designer trusts, including:
- leading cases
- trust law rules
- tax risks
- stamp duty exposures
- commercial ramifications
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)
Related articles and resources:
- PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
- PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure
Listen to View’s previous episodes here.