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Recorded Webinars
Recorded Webinar: Choosing the Right Trust for Your Client's Estate Plan
This session looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client. We will look at what trusts are available to your clients and why you would use them. It covers:
Generation skipping trusts – when can they work?
PRESENTED BY
Mimi Su
Senior Associate, Matthews
Date/Time
About the Webinar
This session looks at the ins and outs of trusts in estate planning to ensure you have the best strategy in place for your client. We will look at what trusts are available to your clients and why you would use them. It covers:
- Generation skipping trusts – when can they work?
- providing for grandchildren and protecting assets from relationship breakdown in the second generation
- cascading generation skip trusts
- Hybrid unit trusts – estate planning when hybrid unit trusts are involved – pros, cons and the concerns of the ATO
- Capital protected trusts – using for the benefit of the second spouse and protecting assets of children from the first marriage
- PS LA 2003/12 and recent ATO comments
Presented By
Mimi Su
Senior Associate, MatthewsWho 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 Information
Accountants can claim up to 1 CPD/Training 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. WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.
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]