eLearning: Family and Business Trusts

The Law Society of Western Australia
Level 4, 160 St Georges Terrace PERTH

Practical drafting and tax issues involved in family and business trusts addressing: best practices in drafting trust deeds and common errors drafting clauses for change in trustee or guardian or appointor caused by events in such as bankruptcy and family breakdowns discussion of Mercanti v Mercanti [2016] WASCA 206 are unit trusts still relevant? tax aspects of change in ownership of unit trusts trust cloning tax aspects of change in beneficiaries tax implications of change in residency of trustee or guardian or appointor equalisation clauses, re-characterisation clauses, unpaid present entitlements and sub trusts.

Level : General

Competency
  • 1.5 points Competency 4 Substantive Law

 

Speakers

Greg Calder - Chair
Director
Butcher Paull & Calder

Brian Lovitt
Director
Hewett & Lovitt

Colin Munro
Director
Munro Doig

Price
Member
$149
Non-Member
$149
CPD Freedom
$30