Testamentary Trust Workshop
In today's dynamic legal landscape, a basic will no longer meet the diverse needs of all your clients. Join Paul Evans, a recognised Wills and Estates law expert for this comprehensive workshop, where you will acquire essential insights, real-world examples and clauses, effective strategies, and best practices to ensure your testamentary trust drafting expertise is always correct. 243N36
Description
Attend and earn 4 CPD units including:
2 units in Professional Skills
2 units in Substantive Law
This program is applicable to practitioners from all States & Territories
Throughout the workshop, you will review example clauses and learn how to avoid pitfalls when drafting testamentary trusts, examining the following:
- Circumstances for including a testamentary trust in the will
- Drafting for the different types of testamentary trusts:
- Special disability trusts
- Life interest trusts
- Superannuation death benefit trusts
- Testamentary discretionary trusts
- Managing 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
- Explore case studies to illustrate when a particular trust may be appropriate for a client's circumstances
- In-depth strategies to elevate your drafting
- Example clauses to take away and utilise in your drafting
- Example clauses to avoid and what to do differently
Presented by Paul Evans, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills & Estates Law, Member of STEP; Preeminent Wills, Estates & Succession Planning Lawyers – New South Wales, Doyle’s Guide 2023
Testimonials
Testimonials from Paul’s Past Workshops:
“Succinctly provided information in an entertaining way”
“Informative + knowledgeable”
“Well-spoken and easy to understand, shared interesting cases”
Presenters
Paul Evans
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 regular speaker on Wills and Estate Law.
Venue
Cliftons - Margaret St
Level 13, 60 Margaret St
Sydney 2000
NSW
Australia
Parking not included with registration. Possible options:
Met Centre, Jamison St - Rates Click here
Amora Hotel - Rates Click here
Secure Park 20 Bond St - Rates Click here