Trusts & Deeds Masterclass
Issues covered include: Amending Trust Deeds and the Re-settlement of Trusts, Trust Operations, Trading Trusts and the Corporate Trustee
Description
Gain insight into the complex issues of trusts and deeds in this high level afternoon masterclass. Sharpen your skills so that you are prepared for the issues your clients might face. Get practical tips on amending trust deeds and the re-settlement of trusts. Discover what can possibly go wrong, so that you know what to do and are prepared for any eventuality. Hear about the latest developments in trading trusts and the corporate trustee and how your practice can make the most of this.
Attend and earn 3 CPD units in Substantive Law
Chair: Katerina Peiros, Incapacity, Wills & Estates Lawyer (Director), Hartwell Legal; Accredited Specialist in Wills and Estates Law; co-author, Business Succession Planning chapter, Estate Planning, LexisNexis; LIV Succession Law Section Committee Member
2.00pm to 3.00pm: Amending Trust Deeds and the Re-settlement of Trusts
- Circumstances that require or warrant amending deeds
- Source of power of amendment
- Administrative and procedural requirements
- Construction and scope of the power of amendment
- Risks of resettlement
- Consequences of resettlement
Presented by Dr Bill Orow, Barrister, Greens List B, Owen Dixon Chambers
3.00pm to 4.00pm: Trust Operations: What Could Possibly Go Wrong?
- Lost trust deeds
- Beneficiary demands for copies of trust documents
- Appointor’s fraud on the power
- Transfers of trust assets to new trustee
- Flaws in devolvement mechanisms
- Surcharges arising from foreign beneficiaries
Presented by Mercia Chapman, Senior Legal Counsel, TWS, Equity Trustees
4.00pm to 4.15pm Afternoon Tea
4.15pm to 5.15pm: Trading Trusts and the Corporate Trustee: Recent Legal Developments
- The rise of the trading trust as a commercial vehicle: perks and pitfalls
- Role of the corporate trustee and liability of directors
- Insolvency of corporate trustees
Presented by Alicia Hill, Principal, MST Lawyers; Best Lawyers 2019, Litigation
Venue
RACV City Club
Level 2, 501 Bourke St
Melbourne 3000
VIC
Australia
Parking Information
Parking is not included in your registration. Here are some options below. RACV City Club Car Park.
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