Testamentary Trusts Workshop
Issues covered include: tax implications, testamentary trusts, family provision, drafting, dealing with creditors and former spouses, family trusts, superannuation, case studies .
Description
There’s no better way to master drafting testamentary trusts than through this interactive workshop. Work through hypothetical scenarios covering real world issues with examples and exercises to sharpen your drafting and understanding. Identify the key issues and advice to give and then together create the documentation needed to put the plan into place. Have all your questions answered and perfect your practice in this critical area of estate planning.
Attend and earn 3 CPD units including:
1.5 units in Professional Skills
1.5 units in Substantive Law
By the end of the workshop you will have jointly created a comprehensive suite of estate planning materials that properly deal with the following issues:
- Lawyers liability to the will maker and their beneficiaries: How much control should you give to the executor, beneficiary and third party?
- Tax implications of testamentary trusts
- Effective use of testamentary trust as a tool for protecting assets
- How to deal with creditors and former spouses
- Family provision aspects
- Complexity versus knowledge and approval
- Clear solutions to drafting problems
- Interaction with superannuation and how to handle issues that may arise
- Concerns around family trusts and other structures used by clients
- Practical case studies
Presented by Robert Monahan, Monahan Estate Planning; Accredited Specialist in Wills and Estates; Recommended Wills, Estates & Succession Lawyer, Doyle’s Guide 2019
Testimonials from Robert’s prior Testamentary Trust and Will Drafting Workshops:
“Roberts’s presentation was extremely useful, clear and practical."
“Made a dry topic interesting and it was very useful and thought provoking.”
“Excellent, well-paced, and informative.”
“Very detailed with practical advice.”
Venue
Cliftons Sydney
Level 13, 60 Margaret St
Sydney 2000
NSW
Australia