Testamentary Trusts Workshop
213N31: Work through hypothetical scenarios covering real world issues with a particular focus on asset protection, tax implications, and interaction with superannuation. Tackle drafting issues and concerns around family trusts and other structures. Identify these key issues, the optimal advice to give your clients, and then together create the documentation needed to put the plan into place. Have all your questions answered and perfect your practice in this critical area of estate planning.
Description
Attend and earn 3 CPD units including:
1.5 units in Professional Skills
1.5 units in Substantive Law
This program is based on NSW legislation
By the end of the workshop you will have jointly created a comprehensive suite of estate planning materials covering:
- How much control should you give to the executor, beneficiary and third party?
- Tax implications of testamentary trusts
- Effective use of testamentary trusts as a tool for protecting assets
- How to deal with creditors and former spouses
- Complexity versus knowledge and approval
- Drafting issues
- Interaction with superannuation
- Concerns around family trusts and other structures used by clients
- Practical case studies
Presented by Robert Monahan, Monahan Estate Planning; Accredited Specialist in Wills and Estates Law; Leading Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2020; General Editor, Lexis Nexis Estate Planning Service
Presenters
Robert Monahan, Monahan Estate Planning
Robert’s practice specialises in Estate Planning, and Wills & Estate Law. After many years in private partnership and corporate legal environments, he established Monahan Estate Planning in 2014. Robert consults with accountants, financial advisors and other lawyers to deliver estate planning services to their clients. He is the General Editor of the Lexis Nexis Estate Planning Service, a regular contributor to the Retirement & Estate Planning Bulletin, and an author of a number of other publications dealing with Estate Planning. In 2018 Robert authored the chapter on estate planning in “Elder Law – A Guide to Working with Older Australians” published by The Federation Press.
Testimonials
“Workshop was interesting and easy to follow”
“Very useful and thought provoking.”
“Excellent, well-paced, and informative.”
“Very detailed with practical advice.”
Venue
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia
Directions
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km
Parking Information
Parking not included in you registration. Here are some options below.
Secure Park 20 Bond Street - click here for rates
Wilson Park 1 O'Connell Street - click here for rates
Wilson Park 31 Bond Street - click here for rates