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Recorded Webinars

Recorded Webinar: Structuring Testamentary Trusts for Maximum Impact

The creation of testamentary trusts is challenging. Finding the balance between flexibility and protection require careful consideration and drafting. This presentation will cover the issues that arise when drafting testamentary trusts and practical strategies to avoid them. It
PRESENTED BY Warwick Gilbertson Partner and Accredited Specialist in Family Law - Turnbull Hill Lawyers , Sydney

Date/Time

About the Webinar

The creation of testamentary trusts is challenging. Finding the balance between flexibility and protection require careful consideration and drafting. This presentation will cover the issues that arise when drafting testamentary trusts and practical strategies to avoid them. It covers:

  • Optional testamentary discretionary trusts – advantages and disadvantages including flexibility, protection and taxation advantages
  • Single vs multiple testamentary trusts
  • Cascading testamentary trusts
  • Post-death testamentary trusts
  • Testamentary trusts and property acquired after death
  • Trustees duties and powers – how wide?
  • Rights of beneficiaries – how much is too much?
  • Inter vivos trusts

Presented By

Warwick Gilbertson
Partner and Accredited Specialist in Family Law, Turnbull Hill Lawyers Sydney, NSW

Warwick is the Partner in charge of Wills & Estates and Family Law at Turnbull Hill Lawyers.

With a career spanning more than 45 years, Warwick has become a sought-after advisor regarding Wills, Powers of Attorney, Guardianship, Trusts, Companies, Superannuation Funds, Business entities and the claims that can be made upon them.

He has extensive experience in contested wills and estate cases in the Equity and Probate Divisions of the Supreme Court. He is an Accredited Specialist in Family Law, a member of the Taxation Institute of Australia and a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. He is one of a handful of TEPs in the wider Hunter Region.

Turnbull Hill has been listed in Doyle’s Guide as Leading Law Firm: Wills and Estate Litigation 2018 to 2023(NSW) and Leading Law Firm: Wills, Estates and Succession Planning 2021 to 2023 (NSW). Warwick has been personally recognised by Best Lawyers, Trusts and Estates 2021 to 2023/2024.

Who 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 1 CPD/Training hour. Lawyers can claim 1 CPD unit/point – substantive law .

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]

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