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Recorded Webinars
Recorded Webinar: Testamentary Trusts for Vulnerable Beneficiaries
The care and maintenance of vulnerable family members following the death of a parent or carer can be a significant source of concern. This session will explore the option of establishing a testamentary trust for the vulnerable and what needs to be in the trust deed, including:
PRESENTED BY
Danny Adno
Partner, Holman
Date/Time
About the Webinar
The care and maintenance of vulnerable family members following the death of a parent or carer can be a significant source of concern. This session will explore the option of establishing a testamentary trust for the vulnerable and what needs to be in the trust deed, including:
Assessing the future needs of vulnerable family members and considering how they can best be accommodated on the death of a carer/parent
- Assessing ongoing physical, accommodation, medical, financial, social and other support required
- Trustee choice and ongoing issues of control and management
- Factoring in equality (or not) of asset and income distribution and sibling relationship issues
- When is a Special Disability Trust available and beneficial?
- Considerations in drafting a SDT, including:
- relevant legislation
- eligibility
- model deed
- limitations
- impact on pensions and government benefits
- ending of the trust and residual beneficiaries
- Common drafting errors in testamentary trusts for vulnerable beneficiaries and how to avoid them
Presented By
Danny Adno
Partner, HolmanWho Should Attend?
This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
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.
WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.
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]