Recorded Webinar: The Family Trust is Vesting: Now What for the Estate Plan?


Date:  31st January 2018

Duration:  approx. 2 hours

Other than in South Australia, trusts don’t go on forever.  What happens when the time has passed and your clients are living with a trust that has vested, or a date is imminent? The courts appear to be less willing to give extensions and knowing what to do is often a difficult predicament to be in.  This session looks at:

  • The trust has vested:
    • it vested years ago
    • vesting has just been accidentally triggered
  • Consequences of vesting:
    • there is a fixed trust
    • appointment of  recipients
    • default beneficiaries
    • CGT – when and how will it apply?
  • Avoiding vesting:
    • why do you need to do it?
    • extending the vesting date by varying the deed
    • application to the Court – WE Pickering Nominees (VSC) and other recent cases
    • transferring trust domicile to South Australia – practical strategy or pipe dream?
  • How to plan around an inevitable vesting:
    • how to direct the trust assets
    • companies – individuals
    • restructures in anticipation of vesting
Our presenter

Brian Hor, Special Counsel, Townsends Business & Corporate Lawyers, Sydney

Brian is an Author and Trusted Expert on helping people Tax-Effectively Protect their Assets and their families, and to securely pass on their wealth to future generations.

For over 26 years he has advised on Tax, CGT, Super, SMSFs, Sophisticated Wills, Testamentary Trusts, Family Trusts, Unit Trusts, Hybrid Trusts, Reviewing Trust Deeds, Family Trust Succession, Asset Protection, Shareholder Agreements and Business Succession Agreements.

In that time he has advised on, designed and implemented estate planning strategies for hundreds of HNW clients, including business people, property investors, doctors, dentists, lawyers, former political leaders, well-known TV personalities, and CEOs of iconic Australian companies.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:
Product Code: WBIJAN18
 Price:  $253.00 (Inclusive of GST)
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