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  • Topic: Trust Administration separates a valid trust from an alter ego trust

Topic: Trust Administration separates a valid trust from an alter ego trust

Date: 23 July 2020
Time: 14:30 - 15:15

  

  • Summary
 

There is an increasing focus on the governance of trusts, both by the Master of the High Court as well as SARS. Attention is being focused on a trust’s compliance with its trust deed, tax legislation as well as the governance requirements set out in the Trust Property Control Act.

If you’re a trustee or are interested in gaining practical insights to the role of a trustee, join BDO’s ‘Talking Trusts’ webinar series. Hosted by BDO Wealth Advisers together with a panel of renowned experts in trust law and the taxation of trusts, we will explore the role of trustee, current best practice in governance as well as pitfalls and opportunities in effective trust administration.

BDO has been in the business of providing professional services to families, trusts and their businesses for more than 50 years. On these webinars we will share practical experience and guidance. You are invited to attend all four webinars or the topics that are most relevant to you.

 
If you wish to attend the complete series, please RSVP by clicking here
 
DATE: 23 July 2020
TIME: 14:30 – 15:15
RSVP: by 09:00 on 22 July 2020
 
Topic: Trust Administration separates a valid trust from an alter ego trust

Trustees often lose sight that the trust, represented by the trustees, is separate from the family. Proper management and administration of the trust on behalf of the beneficiaries is essential to ensuring that the trust remains valid and offers the benefits that were intended when it was first established.

Phia and Ricardo will share practical advice on best practice for the governance and compliance for any trust.

PRESENTER: Phia van der Spuy and Ricardo Teixeira