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Issues covered include: trust structures, distribution strategies, asset protection
An expertly crafted trust must accomplish a number of goals and not one of them can fail if you want to keep your clients satisfied. Before you tackle your next trust make sure you’re creating the most impactful and effective structure, utilising the best distribution strategies, and providing maximum asset protection. Master how to accomplish all that while also keeping one eye on what’s in the Commissioner’s crosshairs so you keep your clients’ trusts out of the firing line.
Attend and earn 3 CPD units in Substantive Law
This seminar was recorded in NSW on 26 March 2019
Chair: Louise Bedson, Legal Practitioner Director, Bedson Legal; Accredited Specialist in Family Law; Leading Wills & Estates Litigation Lawyer, Doyles Guide 2018
2.00pm to 2.45pm: Trust Structures and Asset Protection
Presented by Ken Schurgott, Solicitor Director, Schurgott & Co Lawyers
2.45pm to 3.30pm: Trust Distributions: The What, How, Who, Why and When of Trusts and Property
Presented by Michael Bennett, Barrister, Thirteen Wentworth Selborne Chambers
3.30pm to 3.45pm Afternoon Tea
3.45pm to 4.30pm: What’s Attracting the Commissioner’s Attention: The Hot Issues Facing Trustees and their Beneficiaries
You will focus on the Commissioner’s latest views in respect of the taxation of trusts, including:
Presented by Jonathan Ortner and Kaitilin Lowdon, Senior Associates, Arnold Bloch Leibler
4.30pm to 5.15pm: Trust Operations: What Could Possibly Go Wrong?
Presented by Chris McCaffery, Special Counsel, Bartier Perry