Is it time for a Beneficiary to Exit a Trust

With intergenerational transfer of wealth via trust structures and recent Federal Budget Announcements, this session will explore legal, tax, practical and other implications, when a Beneficiary is to exit a trust, including:

• Existing trust terms and amending those terms
• Disclaiming entitlements
• Resigning as a beneficiary
• Exercise of discretion not to distribute

In collaboration with

Event Partners