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UK: Are Trustees entitled to refuse disclosure of trust information or documentation when requested by beneficiaries under the GDPR?

www.macfarlanes.com/insights/2018/londonderry-calling-are-trustees-free-from-dawson-damer-under-the-gdpr/ www.boodlehatfield.com/the-firm/articles/unlocking-the-vault-beneficiaries-rights-to-information-after-dawson-damer-ors-v-taylor-wessing-llp/ See also: www.step.org/news/uk-does-gdpr-give-beneficiaries-right-be-told-they-are-named-will www.charlesrussellspeechlys.com/en/insights/expert-insights/dispute-resolution/2024/the-rights-of-beneficiaries-access-to-trust-information/ 0
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Trusts, UK

US: Estate and Tax planning Strategies

www.proskauer.com/newsletter/personal-planning-strategies-september-2018 www.jdsupra.com/legalnews/lifetime-estate-tax-exemption-19889/ www.shearman.com/perspectives/2019/05/estate-planning-advisory www.wardandsmith.com/articles/top-10-estate-planning-mistakes-how-to-avoid-making-them www.seyfarth.com/publications/CA061419-CORP www.jdsupra.com/legalnews/what-is-federal-estate-tax-79006/ 2017 Tax Reform Act Creates Estate Planning Opportunities www.brouse.com/trusts-estates-blog-why-you-need-an-estate-plan bit.ly/3llhhn7 bit.ly/3ABQ45a www.brouse.com/taxes-and-your-estate-plan 0
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Estate Planning, Foundations, Tax, Tax Planning, Trusts, US

Education: Wealth Planning for Sharia’ Law

www.applebyglobal.com/insights-2018/wealth-planning-for-sharia–law-.aspx www.jerseyfinance.je/islamic-finance professionallawyer.me/legal-articles/inheritance-law/inheritance-under-muslim-law Click to access PF-Law-Review-14-Islamic-Finance-adjusted.pdf 0
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Education, Estate Planning, Shariah compliant, Trusts Australia, Tax, Tax Planning, Trusts

Australia: Why should I have a Testamentary Trust?

www.khq.com.au/legal-blog/testamentary-trusts/ The Benefits of Incorporating a Testamentary Trust in Your Will www.finlaysons.com.au/2019/05/writing-testamentary-trusts-into-your-will/ Estate planning health check – should my Will include a testamentary trust? It Depends – Should I use a testamentary trust in my Will? See also: goo.gl/fxDBnW goo.gl/FF4mK6 www.bnlaw.com.au/page/Insights/Family_Law_publications/Wills_Estates/Testamentary_Trusts/ Keeping it in the family: asset protection,...
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Australia, Estate Planning, Tax, Tax Planning, Trusts

Canada: Tax-Deferred Capital distributions from Discretionary Family Trusts

www.collinsbarrow.com/en/cbn/publications/taxalert-deferred-capital-distributions-from-discretionary-family-trusts goo.gl/KprQrx Valuing Discretionary and Non-Discretionary Trusts www.blaney.com/articles/family-trusts-weighing-the-true-value-of-a-discretionary-interest?ipl=1 See also: headtopics.com/ca/discretionary-trusts-prove-problematic-when-it-comes-to-dividing-assets-4966389 0
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Canada, Tax, Tax Planning, Trusts Bahamas, Bermuda, British Virgin Islands, Cayman Islands, Education, Guernsey, Isle of Man, Jersey, New Zealand, Singapore, Trusts, UK, US Thailand, Trusts British Virgin Islands, Trusts

South Africa: Far-reaching proposed changes to the taxation of foreign trusts

www.ensafrica.com/news/Far-reaching-proposed-changes-to-the-taxation-of-foreign-trusts?Id=3139&STitle=tax www.bakermckenzie.com/en/insight/publications/2019/04/tightening-the-noose-on-foreign-trusts www.ensafrica.com/news/detail/1584/offshore-trusts-basic-considerations-and-rece/ www.ensafrica.com/news/detail/1819/offshore-trusts-the-basic-considerations-and-/ Update: www.ensafrica.com/news/detail/1819/offshore-trusts-the-basic-considerations-and-/ 0
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South Africa, Tax, Trusts