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Individual Podcasts

Amending Trust Deeds and Avoiding Tax Nasties

Over the lifespan of a trust, it may be necessary to make amendments to the term of the trust or the vesting date. This session considers the logistical issues that can arise when seeking to vary a trust, as well as the tax consequences that can arise from amendments to the trust

Date/Time

About the Podcast

Over the lifespan of a trust, it may be necessary to make amendments to the term of the trust or the vesting date. This session considers the logistical issues that can arise when seeking to vary a trust, as well as the tax consequences that can arise from amendments to the trust deed.

Featuring: Patrick Ellwood, Clover Law, Brisbane

[25 minutes] [0.41 CPD units/hours]

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld

Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.

He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.

CPD Information

0.42 CPD Hours

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