In Part 2 Daniel builds upon the discussion in Part 1 and then explores the following issues arising from a case study scenario of an invalid distribution:
- What happens if there was a “balance” appointment?
- How do amendment periods apply in these scenarios?
- What about trustee assessments?
- How do you “put things right” with beneficiaries if distributions have been made and funds paid to invalid recipients?; and
- What are some practical solutions to the problems presented?