Professional Skills
Improving the Defensibility of Trustee Decision Making
- Aligning Trustee Decision Making with the purpose of the trust
- Obligations for Trustees to inform themselves of beneficiary decision making
- Responding to offshore connections of beneficiaries
- What Trustee decisions were struck down is Owies case and why
- Suggested Guidelines for proactive competent trustee decision making
Presented by Michael Perkins, Special Counsel, Southern Waters
Description
Attend and earn 0.5 CPD hour in Professional Skills
This program is applicable to practitioners from all States & Territories
Chair
Matthew McKee, Partner, Brown Wright Stein Lawyers
Presenters
Matthew McKee, Partner, Brown Wright Stein Lawyers
Matthew McKee is an experienced tax and trusts lawyer who provides tax and commercial related advice to accountants, financial planners, SMEs and private clients. Matthew advises on income tax, capital gains tax, fringe benefits tax, GST, stamp duties, payroll tax and superannuation law. Matthew has a particular expertise on the tax issues associated with trusts. Matthew regularly provides advice on the structuring of businesses and family wealth through discretionary trusts and unit trusts.
Michael Perkins, Special Counsel, Southern Waters
Michael is a lawyer, author, and educator with four decades of experience in trusts, estates, and private client practice. Michael is co-author of the book “Estate Planning: A Practical Guide for Estate and Financial Services Professionals”, published by LexisNexis, Co-author of the “Estate Planning – Core Principles and Practice” chapter contribution to Financial Planning in Australia (10th edition), by Sharon Taylor & Anor (Lexis Nexis). Supported Decision Making is important to Michael as a method of client care in professional practice and dealing with the orderly management of a person’s interest as they age. Michael has worked collaboratively with Dr Jane Lonie to evolve processes and practices that help professionals deal with clients with impaired decision-making ability or a suspicion of decision-making impairment. Michael holds the MICW designation from the Institute for Collaborative Working and is active in the operations of the Institute in Australia. In addition, he is a Trust and Estates Practitioner (TEP) member of the international Society of Trust and Estate Practitioners (“STEP”), Founder and member of Academic Community of STEP.
