TrustsFED
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.
2 Matter Plans
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 trust structures, including discretionary, unit, hybrid, special disability, and charitable trusts.
The commentary, prepared by legal practitioners with significant experience of trust law, discusses crucial issues such as financial planning and asset protection, as well as the merits of different trust structures. Specific guidance covers the rights and obligations of beneficiaries and trustees, including corporate trustees, taxation requirements, and dispute resolution.
The rich library of trust precedents includes:
- Discretionary trust deed;
- Deed amending discretionary trust;
- Unit trust deed;
- Unit holders agreement;
- Hybrid trust deed;
- Charitable trust deed;
- Special disability trust deed;
- Deed of variation for special disability trusts;
- Deed of termination of trust;
- Deed of removal and appointment of trustee.
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.
2 Matter Plans Included
- ALERTS - Nil“”
- Full Commentary - Trusts“null”
- Reference materials
- Overview“A trust separates property ownership into two components: legal ownership, also known as technical ownership, and beneficial ownership. A trustee is the technical owner who holds property on trust for the beneficial owner or owners.”
- A. Getting the matter underway
- B. Trusts generally
- C. Discretionary trusts
- D. Unit trusts
- E. Hybrid trusts
- F. Charitable trusts
- G. Special disability trusts
- H. Finalising the matter
- Comments and suggestions for By Lawyers“null”
Our Authors
More than 45 legal professionals have contributed to By Lawyers' Australian publications, all helping to ensure content is updated regularly to reflect changes in legislation, practice and procedure.
Meet Our Authors