21 October 2024 - Why Your Discretionary Trust is Dangerous and How it Can be Upgraded

Accountants set up discretionary trusts for tax minimisation purposes without looking at family wealth protection and multi-generational Protective Estate Planning.  In this session Grant Abbott and Rod Peters from Eventum Optimum will show the weaknesses and how to upgrade to a Leading Member discretionary trust without a resettlement.

Attachment:

• Slides
• Resources
  
  

Recording: