STEP WA Conference Presentation| Sally Bruce TEP on "Special Disability Trusts – beneficiaries without capacity"

STEP WA Branch

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About this Seminar

This presentation was filmed on the 26 October 2018 at the STEP WA Incapacity Conference. The duration of the presentation is 35 minutes.

This presentation covers:
• Primary purpose and eligibility requirements
• Benefits and limitations
• Tax and duty implications
• Trust terms – model trust deed
• Ending of special disability trust

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