Recorded Webinar: Estate Planning and Discretionary Trusts: Maximising their Impact

The discretionary trust may be the main estate planning tool of choice, but not all trusts are created equal. They require careful planning and structuring. This practical session examines the key strategies to consider when utilizing discretionary trusts in the estate plan, including:

• Strategies to protect and control trusts
• Trustees having control of trust assets – some key considerations
• Having a corporate trustees – practical benefits explained
• Ensuring consistency in ownership of shares in corporate trustee
• Choice and number of directors in corporate trustee
• The role of the appointor and power in nominating a replacement
• When to consider a corporate appointor
• Will structuring to ensure control of the appointor power