Testamentary Trusts Masterclass
Gone are the days when a simple will would suffice for all clients. Wills and Estates Practitioners must be aware of the different types of testamentary trusts available to cover issues that arise in blended families, the need for asset protection and trusts for beneficiaries living with a disability or who are vulnerable. Attend this in-depth workshop to gain the critical information, examples, strategies & best practices you need to elevate your testamentary trust drafting skills. 223N31
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
Throughout the workshop, you will review example clauses and how to avoid pitfalls when drafting testamentary trusts. You will examine:
- Circumstances for including a testamentary trust in the will
- The different types of testamentary trusts:
- Special disability trusts
- Life interest trusts
- Superannuation death benefit trusts
- Testamentary discretionary trusts
- Tax issues with testamentary trusts
- Excepted Trust Income
- Capital gains tax and land tax
- Non-resident beneficiaries
- Administrative and legal requirements for setting up the trust
- Case studies to illustrate when a particular trust may be appropriate for a client's circumstances
Presented by Paul Evans, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills & Estates Law and Member of the Specialist Accreditation Wills and Advisory Committee; Preeminent Wills, Estates & Succession Planning Lawyer and Leading Wills & Estates Litigation Lawyer, Doyle’s Guide 2021
Presenters
About the Presenter
Paul Evans specialises in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration. Paul lived in London for 18 years and during that time specialised in inheritance tax mitigation and also acted for charities. He worked at National Australia Trustees Limited (part of Nab private wealth) where he was Manager Northern States, Estate Planning. He is a member of the Specialist Accreditation Wills and Advisory Committee and a regular speaker on Wills and Estate Law.
Testimonials
“Succinctly provided information in an entertaining way”
“Informative + knowledgeable”
“Well-spoken and easy to understand, shared interesting cases”
Venue
Cliftons - Spring Street
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia
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
Directions
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km