Episode Details
Back to Episodes#103 - Trust Distribution Disasters ... & how to avoid them
Description
On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted.
Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year.
True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:
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options in relation to streaming of capital gains
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how to align distribution resolutions with trust deed provisions
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managing the consequences of family trust elections and interposed entity elections
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trustee resolutions post Lewski
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factoring in the impact of second order consequences, including under the family law regime
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