Trust Resettlement and Vesting: What You Need to Know

Learn how trust resettlement and vesting can impact structure, control and tax outcomes for your clients.

In this session, we cover:

• Changes to persons that hold key roles in the trust

• Amendments to discretionary trust deeds

• CGT consequences of resettling a trust

• Why would someone want to amend the terms of the trust?

• What happens when a trust vests?