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Workshop 2 - Managing trust deed amendments: Case studies & suggested solutions paper
Published on 28 Apr 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers a case study and suggested solutions on managing trust deed amendments.
Author profile
Ronald Jorgensen CTA
Ron Jorgensen, CTA principally consults on Commonwealth and State tax laws, tax dispute resolution and compliance enforcement and specialises in trusts and trust disputes, succession and succession disputes and asset protection, business and investment structuring and tax sensitive commercial and property transactions for high wealth families, privately owned businesses and small to medium enterprises. He is a member of The Tax Institute, the Law institute of Victoria and the Law society of Tasmania. He is an Accredited Specialist in Tax Law and a member of the Tax Law Advisory Committee with the Law Institute of Victoria. He is a member of the Property and Commercial Law Committee of the Law Society of Tasmania. Ron is a Chartered Tax Advisor and a member of the State Council (Tas) and the State Taxes Committee (Tas) of The Tax Institute. He has a Master of Laws (Melb) and a Bachelor of Arts-Laws (Tas). Ron is a nationally respected tax and trusts technical writer and presenter. Ron was recognised by Doyle’s Guide Leading Tax Lawyer – Victoria for 2015 to 2023 and Best Lawyers for tax law – Australia for 2021 to 2023. - Current at 15 May 2024
This was presented at 2016 Western Australian Tax Intensive .
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Part IVA
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Managing trust deed amendments
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Workshop 2 - Managing trust deed amendments: Case studies & suggested solutions
Author(s): Ron JORGENSENMaterials from this session:
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Workshop 1 - Restructuring opportunities: Case studies & solutions
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