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Trusts Matters – Trust variations: how to avoid being caught out

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Manage episode 471913792 series 3494536
Content provided by Hall & Wilcox and Amp; Wilcox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hall & Wilcox and Amp; Wilcox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Trusts are a significant part of estate planning, but there are risks if the trust deed is not prepared or administered properly. William Moore and McLane Edinger discuss variation powers for trusts, including the breadth of variation powers, problems to look out for, what to do if there is no variation power, and how to avoid triggering capital gains tax issues.

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 471913792 series 3494536
Content provided by Hall & Wilcox and Amp; Wilcox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hall & Wilcox and Amp; Wilcox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Trusts are a significant part of estate planning, but there are risks if the trust deed is not prepared or administered properly. William Moore and McLane Edinger discuss variation powers for trusts, including the breadth of variation powers, problems to look out for, what to do if there is no variation power, and how to avoid triggering capital gains tax issues.

  continue reading

142 episodes

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