This webinar, which will conclude with a question and answer section, will consider the options for varying a deed of trust together with careful consideration of possible tax consequences. The provisions of the (draft) Trusts Bill will also be considered
Topics covered will include:
Trusts are routinely varied. However, the consequences of variation can be far reaching especially where a variation effects a resettlement with the attendant tax consequences. This webinar will educate on the options for variation while alerting practitioners to the tax risks that can accompany certain variations.
Attendees will learn:
• The mechanics of the variation of trusts
• Tools to help determine whether or not a variation is a resettlement
• The consequences of a fundamental variation
• When the assistance of the court should be sought to vary a trust
• Tips and traps
This course is targeted at all practitioners with a good knowledge of trust law who are looking to develop a broader appreciation of the mechanics and consequences of variation.
Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
1 CPD Hour