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:

• Overview of why this is important (Budget changes)

• Key roles

  • Trustee

  • Beneficiary

  • Appointor

  • Guardian

• Change of the key roles

• Trust resettlement

• Vesting a trust

  • Rule against perpetuities

  • Absolute entitlement