Lwyr Up


Introducing flexibility into an outdated hybrid trust.

Lwyr Up
13 November 2020


We assisted our client – one of two joint owners of a long-established local company – to introduce flexibility into outdated hybrid trust.

The main objective was to create workable exit pathways for current owners and attract and retain emerging talent in a tax-effective manner.

Work included carefully crafted amendments to the relevant trust deed (closely followingprofessional external tax advice) and negotiation of an owners’ agreement.

Allyson Hogan is the Principal Solicitor and Legal Director of Namadgi Legal.

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