Bryan Mitchell TEP FTI is the managing director of Mitchells Solicitors. He is an Accredited Specialist in Succession Law. Bryan & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation in Australia. His practice works almost exclusively in the areas of Wills, Estates, Trusts & Elder Law. Bryan is a regular presenter. He is the recipient of the Society of Trust & Estates (“STEP”) Australia Masters Award 2023; immediate past Chair of STEP Australia; former Chair of STEP Queensland; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Deputy Chair of the QLS Succession Law Specialist Accreditation Advisory Committee and member of University of Queensland Law School Advisory Board.
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Recorded Webinars
Recorded Webinar: Drafting Effective Testamentary Trusts
There are numerous benefits for both the testator and beneficiaries in the creation of a testamentary trust for the holding and distribution of estate assets and income after death. The establishment and ongoing arrangements for a trust need to be set up in the will and requires
PRESENTED BY
Bryan Mitchell
Principal -
Mitchells Solicitors
, Brisbane
Date/Time
About the Webinar
There are numerous benefits for both the testator and beneficiaries in the creation of a testamentary trust for the holding and distribution of estate assets and income after death. The establishment and ongoing arrangements for a trust need to be set up in the will and requires care in drafting to avoid problems down track. This session details the essential provisions of a testamentary trust arrangement, including:
- Circumstances for including a testamentary trust in the will
- Key clauses to include
- Powers, appointment and removal of a trustee
- Defining the class of beneficiaries and managing those who pre-decease the testator
- Specifying assets to be held in the trust and their ongoing management
- The elements of trusts for a special purpose eg disability or special need
- Inclusion of “opt out” provisions
- Administrative and legal requirements for setting up the trust
Presented By
Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLDWho 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.
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]