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In today's dynamic legal landscape, a basic Will no longer meets the diverse needs of all your clients. 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. Gain a full understanding of various testamentary trusts, tailored to address complex scenarios in blended families and asset protection needs, and beneficiaries facing disabilities or vulnerabilities.
Wednesday, 25 March 2026
What past attendees have said about Paul’s workshops:
“Succinctly provided information in an entertaining way”
“Informative + knowledgeable”
Description
Attend and earn 4 CPD units including:
2 units in Professional Skills
2 unit in Substantive Law
This program is applicable to practitioners from all State & Territories
9.00am to 1.15pm 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 Marie Brownell, Director, Estate Planning and Administration, NSW Trustee and Guardian; Accredited Specialist in Wills and Estates Law; Lecturer, College of Law
Prepared by Paul Evans, Special Counsel, Bridges Lawyers; Accredited Specialist in Wills and Estates Law
Presenters
Paul Evans, Special Counsel, Bridges LawyersPaul 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.
Marie Brownell, Director, Estate Planning and Administration, NSW Trustee and Guardian
Marie was admitted as a solicitor in 2004 and became an Accredited Specialist in Wills and Estates law in 2009. She has worked exclusively in administering and advising clients on estates and trusts matters including duties, rights and responsibilities of executors, trustees and beneficiaries. She has worked directly with brokers, financial planners, accountants and individuals in providing expert, tailored advice on all aspects of estate planning and estate and trust matters. Marie is currently the Director of Estate Planning and Administration at NSW Trustee and Guardian and is responsible for the delivery of estate planning, estate administration, trust administration and attorney services. Marie is also an adjunct lecturer for the College of Law in the Applied Masters of Laws (Wills and Estates) program.
