shopping_cart

Your shopping cart is empty

Discretionary trust interests: the Westpoint litigation presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 13 Sep 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation addresses the implications of the Westpoint litigation for trusts and what the future holds in relation to the following:

  • can a discretionary beneficiary have an ‘interest’ in a family trust?
  • how can family trust assets be exposed to claims against beneficiaries?
  • what is likely to happen with beneficiaries, appointors, guardians and trustees in future?

Author profile

Robert Jeremiah
Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on its Tax Law Specialisation Advisory Committee. He is a member of the board and technical and policy committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 29 June 2020
Click here to expand/collapse more articles by Rob JEREMIAH.

 

This was presented at Trust Practices Under Threat! .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Everyday trust practices under siege

Author(s):  Jeffrey CHANG

Materials from this session:

Discretionary trust interests: the Westpoint litigation

Author(s):  Ron JORGENSEN,  Renuka SOMERS

Materials from this session:

Further details about this event:

 

Copyright Statement