TrustsENG
Trusts is a practical legal publication dealing with the establishment of a trust, amending an existing trust, and bringing a trust to an end through vesting or termination.
1 Matter Plan
Overview
Trusts is a practical legal publication dealing with the establishment of a trust, amending an existing trust, and bringing a trust to an end through vesting or termination. The publication covers the various types of trust structure, including discretionary, bare, interest in possession, vulnerable beneficiary, and charitable trusts.
The commentary has been prepared by experienced legal practitioners with significant knowledge of trust law and discusses crucial issues such as the financial planning and asset protection merits of different trust structures. There is specific guidance on the rights and obligations of beneficiaries and trustees, including corporate trustees, taxation requirements including income tax, capital gains tax and inheritance tax, and dispute resolution.
Precedents provided with this publication include:
- Discretionary trust deed;
- Bare trust deed;
- Interest in possession trust deed;
- Vulnerable beneficiary trust deed;
- Deed of assignment;
- Deed of novation;
- Deed of variation;
- Deed of appointment of part of the trust fund;
- Deed of appointment of whole and termination of the trust fund.
The comprehensive Retainer Instructions ensures nothing is missed and the client is properly advised.
Ready To Use Resources
Choose from ready-to-use legal documents within this Publication.
1 Matter Plan Included
- ALERTS - Nil“”
- Full Commentary - Trusts“null”
- Reference materials
- Overview“Trustees hold the technical ownership in property for the beneficial owners. Trusts separate property ownership into legal or technical ownership, and beneficial ownership. The term technical ownership, rather than the more common legal ownership, recognises that a trust may be of an equitable ...”
- Summary of the process“The usual steps in acting on the creation of a trust are:”
- A. Getting the matter underway
- B. Types of trust
- C. Creating a trust
- D. Variation of a trust
- E. Resettlement, disputes, vesting and termination
- F. Finalising the matter
- Comments and suggestions for By Lawyers“null”
Our Authors
More than 50 legal professionals have contributed to By Lawyers' publications, all helping to ensure content is updated regularly to reflect changes in legislation, practice and procedure.
Meet Our Authors