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Expertise
Industry Focus

Trusts

Overview

In addition to our trust establishment service, our Private Clients team has extensive experience in all aspects of trusts (discretionary, unit and testamentary) including:

  • taxation, distribution and net present entitlement issues
  • distribution resolution drafting
  • variations to trust deeds, both under a power contained in the trust deed, and via Court order under the Trustee Act 1958
  • changes of trustees
  • appointment of successor appointors and guardians
  • general interpretation issues
  • application of Duties Act 2000 exemptions

 

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 Key Contacts

 
Andrew O'Bryan
Partner
+61 3 9603 3514
Email
Emma Woolley
Partner
+61 3 9603 3551
Email