Testamentary Trust Workshop

In today's dynamic legal landscape, a basic Will no longer meets the diverse needs of all your clients. Lawyers must stay informed about the various testamentary trusts, tailored to address complex scenarios in blended families and asset protection needs, and beneficiaries facing disabilities or vulnerabilities. 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.

Wednesday, 27 November 2024
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

9.00am to 1.15pm Testamentary Trust Workshop


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

What past attendees have said about Paul’s workshops:

“Succinctly provided information in an entertaining way”
“Informative + knowledgeable”

Presenters


Paul Evans, Partner, Makinson d’Apice Lawyers
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.

2411N28

Testamentary Trust Workshop

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DELIVERY MODE BELOW

Single Session
Wednesday, 27 November 2024
9.00am to 1.15pm Australia/Sydney
CPD Points 4
$505.00
$353.50
Face to Face 20241015 20241127

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Venue
Legalwise Seminars

Level 11, 70 Pitt Street, Sydney 2000

Directions

These are nearby public transport options.

By Train: Wynyard Station and Martin Place Station are only a 5 minute walk away

By Light Rail: Wynyard Light Rail Station is only a 4 minute walk away

Bus: The Clarence Street Bus Interchange is only 450m and there are many buses that stop nearby

Ferry: Circular Quay is the closest Ferry

Parking Information

Parking is not included in your registration. Here are some nearby parking options.

Secure Park, 20 Bond Street - Click here for rates
Wilson Park, 1 O'Connell Street - Click here for rates
Wilson Park, 31 Bond Street - Click here for rates