Winding up a Trust (Paper)

Materials comprised of a Paper and PowerPoint Handout.

Presenter

Aimee Mitchell, Partner, MinterEllisonRuddWatts

Synopsis

Regular reviews of trust structures are vital to ensure they meet clients' evolving needs and circumstances. With changing legal and financial landscapes, many settlors and trustees are reconsidering the relevance of their trusts.

This paper will examine when it may be appropriate to wind up a trust, explore the available methods, and highlight practical considerations to assist practitioners in navigating the process effectively.

These Materials will help you:

• Understand the methods for winding up a trust.
• Identify and address practical challenges during the winding-up process.

Intended Audience

Those practising in the areas of wills, estates, trusts, and private client work as well as general practitioners and legal executives.