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Recorded Webinars
Recorded Webinar: Family Discretionary Trusts – Protecting the Family Jewels and Maintaining Harmony
The main advantages of family trusts are to protect assets and reduce tax. However, family trusts are vulnerable to attack and depredation – particularly from within. This session examines how to minimize the risk of family disputes involving trusts, including:
PRESENTED BY
Paul Hockridge
Mutual Trust Pty Ltd
Date/Time
About the Webinar
The main advantages of family trusts are to protect assets and reduce tax. However, family trusts are vulnerable to attack and depredation – particularly from within. This session examines how to minimize the risk of family disputes involving trusts, including:
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Managing control of family trusts – understanding the formal legal mechanisms
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How to manage trust control
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Establishing the groundwork – use of family agreements and shareholder agreements to keep the peace
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In what circumstances will the Courts interfere with trustee decisions?
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If they do interfere what remedies will they grant?
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Structuring trusts to avoid disputes – key provisions to include
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Lessons from the Mercanti decision
Presented By
Paul Hockridge
Mutual Trust Pty LtdWho 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.
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]