Family Trusts Masterclass: Intersection with Estates and Succession Law
Before you tackle your next family trust make sure you’re creating the most adept and effective structure that utilises the best distribution strategies, tax benefits and provides maximum asset protection. An expert in the field will walk you through the legal requirements and the critical path for constructing an exquisitely made trust that will operate smoothly and without incident. This a must attend for all wills and estate lawyers. WEB2111V01
Description
Attend and earn 3 CPD units including:
2 units in Substantive Law
1 unit in Professional Skills
This program is applicable to practitioners from all States & Territories
An expertly crafted family trust must accomplish a number of goals. In this workshop you will gain hands on skills and insights on the following issues and more:
- 2nd generation family trust case studies
- Family trust succession vs Will based succession
- Key roles in family trusts
- Adjusting for ongoing family trusts in Wills
- Passing control to non-resident family members
- Benefitting excluded beneficiaries, eg means tested pensioners
- Blocking capital distributions by surviving spouse
- Pre-empting disputes between siblings
- Succession via executor control
- Succession kept separate from deceased estate
- Contesting control of family trusts – all jurisdictions
- Winding up family trusts
- Capital gains – specific entitlement vs present entitlement
- Use (limited) of South Australian trusts free of forced vesting
Presented by Allan Swan, Director, Estate Planning Equation; Adjunct Lecturer, College of Law Masters Program; Leading Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2020; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2020
Presenters
Allan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the following areas of preventative law: asset protection, deceased estate taxation, dispute prevention, estate planning, preventive law strategy, special disability & protective trusts, structuring, superannuation, tax considerations and testamentary & family trusts. He is an adjunct lecturer in the College of Law’s applied law master’s program and an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies. Allan is accredited as a STEP Trust and Estate Practitioner and holds degrees in Law and Economics and a Graduate Diploma in Financial Services
Testimonials
“Very useful, practical advice; Always an insightful presenter”
“Excellent speaker A+”