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Recorded Webinars

Recorded Webinar: Testamentary Trusts: The Good, the Bad and the Ugly

Testamentary trusts provide a greater level of control over the management and distribution of assets to beneficiaries, but also bring with them complexity, inflexibility and ongoing cost. This session will look at the requirements of these trusts and the key considerations for d
PRESENTED BY Patrick Huang Senior Associate - Coleman Greig Lawyers , Sydney

Date/Time

About the Webinar

Testamentary trusts provide a greater level of control over the management and distribution of assets to beneficiaries, but also bring with them complexity, inflexibility and ongoing cost. This session will look at the requirements of these trusts and the key considerations for determining their relevance to your client, including:

  • When to recommend a testamentary trust to a client and why
  • Types of testamentary trust and relevant circumstances for each
  • Multiple and umbrella trust structures – protecting the next generations and vesting issues
  • Trust creation – powers, restrictions, conditions, asset allocation and other essentials
  • Recent integrity measures for concessional tax arrangements – what they mean for your client

Presented By

Patrick Huang
Senior Associate, Coleman Greig Lawyers Sydney, NSW

Patrick Huang is a Senior Associate in Coleman Greig’s Taxation Advice team, having joined the firm as part of its 2019 integration with Argyle Lawyers.

With over 6 years’ experience as a taxation and commercial lawyer, Patrick has extensive experience in general commercial law, corporate governance, asset protection, tax and business structuring, tax controversy business succession planning and employment taxes matters. From advising clients on tax and business structures, employee share schemes, buy-sell agreements, contract review, capital raisings and M&A transactions, no day is the same.

Patrick has experience working for a wide array of clients which have included charities, professional services firms (including accountants and financial planners) high-net worth individuals, family groups and SMEs.

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.

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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