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Live Webinars

Live Webinar: Have Discretionary Family Trusts Lost their Appeal in Estate Planning?

In the 1970’s private family trusts became a common tax avoidance tool, but tax crackdowns, increasing compliance costs and generational change have all impacted the benefits of family trusts. This session will examine the place of the discretionary family trust in estate planning
PRESENTED BY Hayley Mitchell Partner - Cooper Grace Ward Lawyers , Brisbane

Date/Time

Thursday 5th September 2024
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT: 1.00pm to 2.00pm
WA: 11.30am to 12.30pm

About the Webinar

In the 1970’s private family trusts became a common tax avoidance tool, but tax crackdowns, increasing compliance costs and generational change have all impacted the benefits of family trusts. This session will examine the place of the discretionary family trust in estate planning and whether it is still an attractive proposition, including:

  • An analysis of the pro’s and con’s of family trusts
  • Consequences of changing taxation treatment and potential governmental reforms
  • Are compliance and costs outweighing benefits?
  • The impact of generational change on family trust management and benefits
  • Issues of control, loss of capacity and dispute management
  • What to do with family trusts reaching their use by date?
  • Strategies for reviewing and renewing family trust deeds and structures
  • Are there more effective options for family asset protection and beneficial tax treatment?

Presented By

Hayley Mitchell
Partner, Cooper Grace Ward Lawyers Brisbane, QLD

Hayley Mitchell is a Wills and estates specialist lawyer in Brisbane. Hayley has dual accreditation in succession law (Queensland) and self managed superannuation funds (through the SMSF Association).

Hayley’s expertise and specialist knowledge in Wills, estates and superannuation funds means that she can provide advice and assistance to clients in a range of matters:

  • estate planning, Wills, enduring powers of attorney and superannuation binding death benefit nominations
  • applications for probate and letters of administration
  • advice to executors and beneficiaries of estates
  • SMSF disputes and superannuation death benefit disputes
  • trust succession disputes
  • family provision applications, Will disputes and estate disputes
  • enduring power of attorney disputes.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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