Testamentary Trusts: A Drafting Workshop
Issues covered include: Testamentary trusts, drafting, toolkit,
Description
Testamentary trusts are of course a valuable tool in the will drafter’s toolkit. But are you drafting and utilising them properly and taking full advantage of what they offer? Well drafted, they can protect assets from divorces and bankruptcies, protect vulnerable beneficiaries from predators and profligacy, be tax effective and set up families financially for generations to come.
Attend and earn 3 CPD points in Competency Area 2: Professional Skills
In this interactive workshop you will take a practical deep dive into testamentary trusts while examining:
- The purpose and value of testamentary trusts
- Different types of testamentary trusts, including special disability trusts, special purpose trusts and property trusts
- How and when to draft customised or unique testamentary trusts
- How to best show the value of these trusts to your clients so you can bill them appropriately
- The intersection with and use of the ‘Family Constitution’
Presented by Morgan Solomon, Director, Solomon Hollett Lawyers; Leading Wills, Estates & Succession Planning Lawyer and Leading Wills & Estates Litigation Lawyer, Doyle’s Guide 2019
Testimonials
"Fantastic seminar, great format and lots of interaction"
"Great, relaxed and informative session"
"Very practical issues and discussion"
"Excellent Speaker"
Venue
Mercure Perth
Level 1, 10 Irwin St
Perth 6000
WA
Australia