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Drafting Deeds: How good is your precedent?
This session examines key trust deed provisions that influence trustee liabilities, risks, taxation, and stamp duties, challenging conventional drafting practices while exploring the implications of beneficiary clauses, trustee powers, the proper law of a deed, and the treatment of foreign trusts, along with insights on how accountants handle inter vivos and testamentary trust deeds.
Tuesday, 12 November 2024 | 5:30pm - 6:30pm | In-Person & by Webinar
1 CPD unit (Professional Skills)
Presenter:
Julie Van der Velde, VdV Legal
Chair:
Michael Magarey, Barrister
This session considers some trust deed provisions which can significantly affect trustee liabilities, risks, taxation and stamp duties. The paper challenges the conventional wisdom around drafting broad beneficiary clauses and outlines the potential disadvantages of these clauses. It also considers some of the rules around trustee powers, the proper law of a deed and potential tax consequences of being considered a foreign trust. Finally, we look at how accountants deal with inter vivos and testamentary trust deeds and how drafting impacts on this.
About the Presenter:
SME Chartered Tax Advisor of the year for 2017, Julie Van der Velde is the founder of VdV Legal, a specialist commercial law practice in the Adelaide CBD. VdV Legal specialises in taxation law and wealth management structures, providing tax and equity opinions and advices. She has significant experience advising on business succession, estate planning and restructuring. Julie has recently been appointed Chair of STEP (Society of Trusts and Estate Practitioners) Australia.
Registration Fees:
Platinum / GDLP / Student Members: Free
Members (admitted more than three years): $75
Members (Junior - admitted less than three years): $60
Non-Members: $110
Other: Login to see your registration fee
When
12/11/2024 5:30 PM - 6:30 PM
Where
The Law Society of South Australia Level 10, Terrace Towers 178 North Terrace ADELAIDE SA 5000 AUSTRALIA
Program
Tuesday, 12 November 2024
Description
DRAFTING DEEDS: HOW GOOD IS YOUR PRECEDENT?
Time
5:30 PM - 6:30 PM
12/11/2024 5:30 PM
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