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Recorded Webinars
Recorded Webinar: Time for a Grease and Oil Change? Discretionary Trust Review and Refresh
As many family trusts are reaching a good age, estate planners should be ensuring the deed is up to date from a tax, asset protection and succession planning perspective. This session will examine the triggers and issues that should be prompting practitioners to carefully check a
PRESENTED BY
Steven Jell
Senior Associate, Cooper
Date/Time
About the Webinar
As many family trusts are reaching a good age, estate planners should be ensuring the deed is up to date from a tax, asset protection and succession planning perspective. This session will examine the triggers and issues that should be prompting practitioners to carefully check and amend their client’s deeds, including:
- Is the trustee acting in accordance with its powers? Does it need additional powers to achieve its goals?
- Are there adequate mechanisms to deal with the resignation, incapacity or death of the appointor?
- Does the deed contain effective dispute resolution procedures?
- Where the trustee is incorporated, does the constitution need reviewing for appropriate decision-making powers and dispute resolution?
- Does the deed meet best practice modern trust deed requirements?
- Have legislative changes or judicial decisions impacted on trust arrangements or financial consequences?
- Is the vesting date coming up and what steps need to be taken before that date?
- Tips and traps for drafting variations to a trust deed
Presented By
Steven Jell
Senior Associate, CooperWho 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 – 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]