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Recorded Webinars

Recorded Webinar: A Matter of Trust: Impact of Trusts on the Estate Plan

Family trusts and testamentary trusts are a popular vehicle for asset protection and prudent financial management. However, as a result of recent legislative changes, along with new case law, the landscape is shifting and it may be time for clients’ estate plans to receive a grea
PRESENTED BY Paige Edwards Senior Associate - McCullough Robertson Lawyers , Brisbane

Date/Time

About the Webinar

Family trusts and testamentary trusts are a popular vehicle for asset protection and prudent financial management. However, as a result of recent legislative changes, along with new case law, the landscape is shifting and it may be time for clients’ estate plans to receive a grease and oil change. This session examines these key changes and how they may impact the estate plan, including:

  • Unpacking the recent excepted trust income reforms
    • How do these reforms limit tax concessions for minors receiving trust income?
    • Do non-estate assets received before 1 July 2019 qualify for the concessional treatment?
    • Are super assets considered to be outside of the deceased’s estate?
  • When will a trust deed need variation? Identifying reasons for change
  • Reviewing key clauses – vesting date, death or incapacity of appointors and guardians, beneficiaries and variation
  • The concepts of perpetuity and vesting
  • What happens on the vesting date?
  • Is the door now open to South Australian trusts? Examining impact of Clark v Ebden [2020] SASC
  • Case update, including Callus v KB Investments [2020] VSC 135

Presented By

Paige Edwards
Senior Associate, McCullough Robertson Lawyers Brisbane, Qld

Paige is a Lawyer in the Estates team, practicing exclusively in the area of succession law since her admission in October 2012. Her main area of practice has always been estate planning for high net worth clients with complex structures as well as for blended families, families with children with special needs or individuals with difficult personal situations.

As part of the practice, Paige acts for individuals from diverse backgrounds, professional trustee company organisations, other law firms, charities, government organisations and departments, accountants and financial advisors.

Who Should Attend?

This webinar is suitable for lawyers and accountants who advise in estate planning – Australia wide. FASEA – category “Technical Competence” – 1 hour. 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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