Greg Calder

Courses by this Author

Family and Business Trusts

Family and Business Trusts
CPD Points: 1.5 Price:

Published February 2019. Reviewed September 2021 (next review due February 2022)

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.

This course has been approved for 1.5 Family Law Accreditation Points.