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.
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.
